Advisor Services

Mission

To provide the resources advisors need to practice at an elite level.

Advisor Services focuses on the key areas that drive growth; practice management, financial planning, insurance and wealth management.

We seek to improve the lives of advisors.

Three Main Pillars

Resources

Capital Deployment

Independent Ownership

Resources

  • Teaming Information

    Monitor all teams within our collective, communicate changes, and optimize the team structure.

    • Advisor Teaming Roles and Rates - Contact per advisor teaming

    • Advisor Teaming recognition

  • Working closely with each advisor transferring their BOB for the first 6 months of their transition. Processing wealth management and insurance apple products and services .

  • Working closely with a team or practice when their staff is out for an extended period.
    Examples: maternity leave, disability, resignation/termination, etc.

  • Marketing Hub

Practice Acquisition Assistance

  • PEO Hub

    Employee leasing program; Professional Employer Organization. Hiring and training staff for advisors. Help write job descriptions, salary discussion, post on LinkedIn, screen resumes and work through the hiring process with the advisor. Once a staff member has accepted the position, Axiom hires so the person can have the full suite of benefits.  Axiom leases the individual to the advisor, onboards and trains the individual in all important areas to their practice.  Axiom provides all payroll services at no cost.

  • Problem solving and escalating issues to our MMLIS contact until the issue has been resolved. 

  • A360 Hub

    Overseeing issues and resolution for A360. Training staff and advisors on the CRM system.

  • MassMutual and MMLIS; providing implementation and knowledge both internal and external. - ONLY INFORM

  • The Business Succession and Continuity Purchase Agreement Template  can be used by Transferor and Successor Advisors to create an agreement that would cover the payment arrangements for the Transferor Advisor's naming of and future transfer of business to the Successor Advisor.

    The ‘Practice Valuation Tool’ can be used by advisors to assess the health of their practice or help determine a selling price for your practice. Practice Valuation Tool & Sample Valuation Report

  • Axiom offers an entry-level program that allows individuals to study for and pass series exams while working alongside a successful team of advisors. This program provides valuable experience before transitioning into a full-time advisor role.

  • Onboarding Hub

  • Training Hub

Client Segmentation

Teaming

Enrollment Resources

FAQS

  • End-to-End Support for Advisors and Teams
    Axiom provides comprehensive support for advisors and their teams, including onboarding, technology setup, ongoing training, transition planning, and practice management consulting. Axiom’s goal is to manage the back end so advisors can focus on serving their clients.

  • Getting Started with Axiom
    Begin by filling out our short interest form on the website. From there, the recruitment team will schedule a discovery call to learn more about your business and assess if Axiom is a good fit. The onboarding process typically takes 2–4 weeks and includes a dedicated transition specialist.

  • Training Hub

    Continuous Learning and Support
    Axiom offers monthly workshops, self-training, and one-on-one assistance. Whether you're a new advisor or a seasoned professional, Axiom provides continuous learning tailored to your goals.

  • Technology Hub

    Access to Industry-Leading Tools
    Axiom provides access to a suite of industry-leading tools, including CRM systems, financial planning software, e-signature platforms, and secure document storage. Axiom’s team assists with onboarding and optimizing each tool to align with your workflow.

  • Freedom and Support Through Partnership
    By partnering with Axiom, you gain the freedom of independence along with the structure and support of a trusted team. Axiom reduces the operational burden, offers brand-building resources, and fosters a community of professionals to learn from and grow with.

  • Flexible Compensation Models
    Axiom offers flexible compensation models, including both commission-based and fee-based structures. Axiom’s transparent reporting system ensures you always have a clear picture of your earnings.

  • Advisor Services and Staff Training
    Axiom’s Advisor Services Department acts as an extension of your office. Axiom also provides staff training to maximize internal efficiency and ensure smooth operations.

  • Dedicated Transition Support
    Axiom assigns a dedicated Transition Manager who creates a custom plan tailored to your book of business. Axiom manages account transfers, notifies clients, handles licensing updates, and ensures minimal disruption to daily operations.

  • Responsive Service and Support
    Axiom prides itself on responsive service. Advisors have direct contact for immediate support, and a centralized ticketing system is available for more technical issues. Most concerns are addressed within 24–48 hours.

  • Case Studies and Success Stories
    Axiom has several case studies and success stories available on our website. We can also connect you with current advisors who are willing to share their experiences. Simply let us know your area of interest, and Axiom will match you with someone with a similar background.

Lane Schroder

Managing Director, Advisor Services

Meet the Team