Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

Advanced Planning Advisor

CONNECT

Address:

8816 Six Forks Road , Suite 301
Raleigh, NC 27615

Phone:

(919) 719-3817

Collaboration

Prosperity Through Collaboration

In today’s world of Financial Services, it is important to find balance between growing your practice and providing a high level of client service.  Advisors throughout North Carolina, South Carolina, and Virginia have found that by collaborating with Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC, they are able to do both.  This typically happens in one of two fashions, which include:

*Adding an Industry Recognized Specialist to your Practice:

  • Connecting for Joint Client Opportunities
  • Business, Succession, and Estate Planning Strategies
  • Leveraging the enthusiasm of a young, motivated, and qualified professional and his team

Scott is able to increase the bandwidth of a more seasoned advisor by helping him serve his clients that may be looking for:

  • increased specialized knowledge as it pertains to insurance and investment solutions
  • collaborative team-based advising
  • increased geographic reach and capacity

At Capitol Financial Solutions we believe in the concept of prosperity through collaboration. What this means to other financial professionals that we connect and work with is knowing we will always put our mutual client's interest first, serve the needs of the client in the best possible capacity, and we welcome our current clients to introduce us to their other significant advisory relationships.  The real benefit this approach can provide is that our clients are clear, confident, and capable of knowing they can surround themselves with a world-class team of specialists that are well positioned to serve their needs.

*Building a Succession Plan for Your Practice:

After spending many years to build your current business, what are your strategic plans to separate from it one day?  For Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC  and his team, they have had many successful transition-based relationships, including working with both insurance and investment focused advisors.  The representatives can choose to spend their energy advising in the capacity that keeps them most engaged or plan to separate over a determined timeframe.  What this means to the advisors we align with is their clients are better served, clients know their advisor has an organized succession plan, and clients do not have to worry about their advisor disengaging before they are ready. The real benefit this can provide is the confidence is knowing a client does not have to realign their account with another firm simply due to their advisor retiring.

 

To learn more about collaborative opportunities and/or building a succession plan with Scott click here.