Engagement Model

Redefining your support experience

Experience superior service with access to a dedicated team that coordinates the support you receive from First Allied.

Single Point of Contact

A cross-functional engagement team is your single point of contact to all advisor-facing departments. This team is accessible via a unique phone number in an effort to streamline and enhance your experience with us. Designed to make it easier for you to receive service customized to your practice, your team will own all requests to completion.

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Cross-Functional Expertise

Our engagement teams of service, supervision, business consulting and advisor relations specialists sit and work together, collaborating to create a team atmosphere. This enhances the level of support and minimizes the amount of time you and your staff would have historically spent following up with multiple departments.

Value-Added Services

Drawing on broad, varied skill sets and expertise within the industry, your engagement team is your conduit to the wide array of value-added services available across our broker-dealer network. Your engagement team also acts as a sounding board and resource for questions on technology, best practices, training, business management and day-to-day operations.


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