What is your plan to grow beyond where you are today?
We’re looking for specialists like you in the areas of:
- Asset Management
- Financial Planning
- Retirement Plans
- Business Solutions
- Advanced Planning
- Insurance
- Property & Casualty
Learn More About Us
Why SpecialISTS?
Have you defined your niche? Studies show that a significant gap exists between what wealthy investors expect from their advisors what they actually receive. Clients want holistic yet specialized advice from advisors with subject matter expertise. Level Four utilizes an ensemble team approach to ensure our advisors can meet the demands of modern day investors. We want to help you grow you book of business bigger and faster as you develop your skill set through our resources and areas of expertise.
Financial Planning
Asset Management
Insurance
Retirement Plans
Property & Casualty
Business Solutions
Why Level Four?
Having the structure, resources, and expertise to add value for your clients allows you to focus on what you do best. The Level Four model gives you the tools you need to set yourself apart. Our goal is for you to be able to offer a depth of knowledge and proactive services that will differentiate you from the rest of the industry. Offering truly valuable advice that encompasses all the aspects of a modern investors needs is difficult to provide alone. Without the proper structure and team, one advisor simply does not have the bandwidth or expertise to set themselves apart.
The Opportunity
Financial Professionals
Regions Across the Country
%
First Year Increased Revenue*
Take your business to the Next Level
Level Four represents a group of dedicated and experienced financial services business partners to the accounting and financial advisory professions.
It is the passion of Level Four to provide multi-partner accounting firms, motivated sole practitioners, and traditional financial advisors with the key to unlock their potential in the financial services marketplace. The Level Four model enables individuals and firms to embrace and achieve the concept of a multi-disciplinary practice. Firms can now excel by providing truly comprehensive tax, risk management, and financial advisory services to their existing and prospective clients.
Finding the right fit
A recent industry survey asked advisors who changed firms within the past three years what influenced their decision. The top three factors were:
- Better compensation/ payout/ compensation structure
- Better opportunity to grow book of business
- Better account servicing capabilities/ better client service infrastructure
We also know that the most important part of your decision-making is Your Clients. We provide a Remarkable Client Experience in addition to the advisor experience.
Questions to Consider:
What is your mission & vision for your practice?
What sets you and your business apart?
What capacity & scalability do you have in place to expand?
What can you let go of to grow?
What comprehensive services are you offering to your clients?
What strengths help your business thrive?
What are you spending time on?
What would you like to see regarding compensation?
We are changing the future of financial advice.
CRI's Family of Companies
A CPA Firm with all of the Right Resources for You and Your Business
Level Four is part of the family of companies within Carr, Riggs & Ingram. They bring together functions like auditing, tax planning, business consulting, forensic accounting, and more. CRI's goal is to offer a variety of services that you may need to address all aspects of your personal and professional wealth. Over the past 20 years, CRI has expanded to parallel our clients’ evolving needs. This expansion has included incorporating a broad range of portfolios to help us serve you better: Auditwerx, CRI Advanced Analytics, CRI Capital Advisors, CRI TPA Services, Level Four® Advisory Services, Paywerx, and The Preferred Legacy Trust Company. These portfolio companies work together to collectively help individuals and organizations across a broad range of industries reach their goals. By working side-by-side, our family of portfolio companies are able to provide you with more personalized, holistic advice that checks every box.
Ready to get started?
Contact Level Four to find out how you can begin to pursue the life you dream.
Headquarters
12400 Coit Road, Suite 700
Dallas, TX 75251
Contact
[email protected]
(866) 834-1040
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