The Grail with Keith Gregg (1/27/21)

Independence without being alone

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By Keith Gregg, Founder/CEO, Chalice Network

Independence means freedom from outside control. However, it’s not without outside influences or competitive forces. Today, there are well over 300,000 independent financial advisors and RAs. In fact, there are more independent business owners in financial services than there are employee advisors.

There are a lot of benefits to owning your own business, increased earnings, greater control over your expenses, and ultimately enhanced enterprise value creation for you and your family. There are challenges as well. Most independent advisors are SMB’s small to medium sized businesses. There are around 29 million businesses with fewer than 500 employees in the United States, representing 99.7% of all U.S. businesses in almost half of the total private sector employment. All SMB’s share some of the same challenges. They’re all chasing the elusive economies of scale. They lack operational efficiencies yet they seek to enhance enterprise value.

This is where Chalice comes into play. Chalice is a member benefit organization purposely created to serve the needs of independent financial advisers, RIA’s, accountants, insurance agents, and attorneys with an a la carte practice management platform, available to members with product and services to help you run your business better.

Chalice members gain the leverage of 55,000 peers to give them huge buying power and influence over the product and service providers, which in turn gives them big business benefits on a small business budget. Chalice provides the must have functions and features of a successful wealth management practice, like financial planning software, portfolio management, finance and accounting, compliance and risk management, including the common and core needs of HR, IT, payroll and insurance.

As we like to say at Chalice, The Strength of We Empowers the Network of Me™. Our members gain certain perks and privileges that include not only huge discounts, complimentary lead generating websites, access to capital and access to the largest M&A platform in the industry, but also members only events and VIP access to certain products and services. There’s no cost to go window shopping and if you like what you see, we invite you to become a full member of the Chalice Network.


We welcome you to join the 56,000 SMBs brethren in the Chalice Network.