"S4A looks past traditional notions and practices ... Their insight has allowed us to be a more customer-centric firm"
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- President and CEO: Independent Broker-Dealer
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Financial planners performing at the highest level realize the value of creating high-quality teams as a platform to success. But many advisors don’t have the time or the tools to build and sustain a highly qualified, well-trained team.

Now, with Support4Advisors, any financial services professional has access to easy-to-use, industry-focused services for human resources and employee training. With Support4Advisors, financial planners get:
  • A unique approach: We created specialized hiring and training programs exclusively for financial planners, offering individualized support based on specific needs.


  • Comprehensive tools: Our array of services help advisors locate talent, make the right hire, train and motivate staff, and more. Each S4A service has been specifically designed for financial advisors.


  • Experience and leadership: S4A services are based on extensive experience working with — and in — the industry. Our seasoned professionals understand both hiring and operations, enabling them to assemble support teams built to achieve performance goals.
Support4Advisors was founded to respond to a critical need in the financial planning industry: how find, train and retain the right staff. For more information, contact S4A founder and president Robin Montgomery at robin@support4advisors.com.

About Robin Montgomery Montgomery has spent more than a decade in the financial services industry. She has consulted successful advisors around the United States, served on an advisory council for a major broker-dealer, and run operations for a top producer, among other roles. Montgomery used her experiences to launch Support4Advisors in 2006, which she founded to fill the void in human services support for financial planners.
What our clients are saying ...
“If you are truly serious about confronting your staffing issues and are willing to implement immediate improvements, then I recommend you stop looking. S4A has answers and proven systems that can change the very soul of your operations. It has mine.”
- Keith E. Schnelle,
CFP® Austin, TX

“The S4A team is willing to look past traditional notions and practices that are counterproductive in business today. S4A not only looks outside the box, but around the corner as well. Her insight has allowed us to be more customer-centric firm.”
- President and CEO:
Independent Broker-Dealer

“The average consultant tells you what’s wrong and leaves. I chose S4A because they hang around to make sure the hard work gets done. The morale of the entire team and atmosphere in the office has never been better. Every journey is safer and easier with a second pair of eyes and an experienced guide!”
- Mark Congdon, President,
The Horizon Group, Rochester, NY

“Robin Montgomery is the most talented person I have ever experienced when it comes to building and strategizing profitable office staffing. S4A has also helped us think through how to gain the most productivity and increase profitability by defining the roles of each staff person. I highly recommend S4A!”
- Sean Berger, CFP®
Glens Falls, NY

“As advisors, we had a terrible track record of rounding out our team until we hired S4A. Since S4A identified and hired our staff, we have the team we’ve always dreamed about. Business has never better!”
- Robert Gueriera,
Wharton Business Group, Exton, PA

“S4A is fantastic. When you are ready, they have the ability to prepare you for that next elusive level. Be careful what you ask for, because you will get it. S4A is as committed to your business as you are, if not more.”
- Tim Hammond, Business Manager,
The Horizon Group, Rochester, NY
877.S4A.3063 (877.742.3063)  •  info@support4advisors.com