Affiliation Models
Included
Not Available
Additional Cost
Benefits
Independent Business Partner
Partner
Your Brand
Gateway Brand
You Own Your Clients
You Own Your Clients
Leadership
Transition Support
Annual Conference
Mergers & Acquisitions Support
Capital Growth Partnership
Equity Participation
Marketing
Basic Social Media
Graphic Design
Event Planning and Facilitation
Customized Website
Starting at $2500+
Video Production
Printing
Operations
Compliance Support
Annuity Order Entry (AOE)
Case Strategy Support
Technology
Email Hosting
LPL Financial
Gateway Financial Partners
Microsoft Teams
Guest Access Only
Full Access Included
Happy Fox Ticketing System
Included
Technology Integration