You help your clients achieve their dreams. Don’t sacrifice yours by inadvertently running afoul of the multitude of regulatory and legal requirements facing your business. We’ll give you a clear path toward protecting your practice from outside forces you can’t control. You may not be able to control an event, but you can control the outcome – if you are prepared. Let EmployShare focus on managing and protecting your practice, while you focus on your clients.
What Clients Say
“Their differentiation is their specificity of experience to financial services, with complex practices like mine. Other firms do parts of what they do, but I do not have faith that they know my business end-to-end like EmployShare.”
“What is your plan if you have an employee dispute? If you have a practice dispute? Don’t say ‘would have, could have, should have’…engage EmployShare and protect yourself.”
“There is a huge percentage of advisors unknowingly running their business incorrectly, and one bad event away from losing their practice. Advisors are choosing one way or another – to keep going as-is or to address and limit risks. I chose to protect myself with EmployShare.”