How We Help

Because we intentionally work with a small group of financial professionals, we can provide a high degree of personal service and strong support from an experienced team you know.

Here are just a few examples of the incredible support you’ll receive:

A Dedicated Partnership

Our leadership team stays in touch by frequently seeking your feedback and asking for your insights about how we can better serve you. You also have the opportunity to collaborate on ideas with our chief investment officer and other Madison advisors regularly.

Strong Support Team

Think of us as an extension of your office. Your Madison team is front and center with the service and training you need to take your business to the next level.

Need help? Call someone you know and trust. Madison employees prefer to work here over other firms because they can build relationships and be more effective to the financial professionals they service. At Madison, you will find that our average employee is more seasoned than most call-center type service departments so common at other broker-dealers.

World Class Partnerships

We connect you with two of the nation’s most successful Field Marketing Organizations (FMO) – Advisors Excel and Asset Marketing Systems. Enjoy the exceptional benefits offered through:

  • Customized business plans
  • Loyalty programs
  • Customized training and coaching

When you work with us, you connect with some of the most experienced professionals in the industry!

Fast Turnarounds

Your concerns never fall on deaf ears with us. Instead, we resolve your issues with the right expertise – usually within a matter of days.

We know you don’t want your advertising, new business, or product approvals to get bogged down in a cumbersome review process. Questions? Pick up the phone and contact your dedicated supervisor, they are always happy to help answer any questions you may have, allowing you to get back to business more quickly.

Straight Talk

When you need support, we’re just a phone call away — and you’ll always reach a real person.

What’s more, we’re open and direct about the reasons behind our decisions and procedures, so you always know where you stand.

Ready to take your practice to the next level?

With Madison, you can maintain your independence, keep your affiliate costs down and grow your practice with incredible back-office support.


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