Different Model
The Competition
Too Many Clients: In the financial services industry (where sales quotas exist and client caps are rare), it is not uncommon to find advisors who have taken on so many clients where the struggle is real to proactively serve and advise each one of them.
The Client Cap: At TSN, our highest goal is to provide world-class service and advice to both new clients and the clients we already have a relationship with. Advisors are rewarded for going above and beyond to help clients win.
The TSN Way


Different Standards
The Competition
Suitability Standard: Some advisors work under the Suitability Standard. This means that they have no obligation to put the client’s needs ahead of their own, or do what is in the client’s best interest. The Suitability Standard only requires the advisor to sell you a product or investment that is broadly suitable to your investor profile, even if it isn’t the best option.
Fiduciary Standard: At TSN, your advisor always works under the Fiduciary Standard. This means we are legally obligated to do what's in your best interest. Regardless of whether we are discussing investments, financial planning, or any client concern, we will always put relationships first.
The TSN Way
Different Incentives
The Competition
Up-front Commissions: When an advisor is compensated up-front via commissions, the financial reward to them is not based on earning and retaining a clients' business over the long term. The reward is all up front any time a product is sold or a transaction is made.
Growth: At TSN, we do well when you do well. We don't get a raise unless you have more money this year than you had last year. And since our model includes zero up-front costs for the client, we succeed by creating lifelong and meaningful relationships with our clients.
The TSN Way


Different Results
The Competition
High Turnover: Because of the incentives of a sales-focused advisory model, clients tend to drift away. Sometimes, clients go years without hearing from their advisor, causing anxiety about their financial future.
Extremely High Client Retention: At TSN, the proof is in our results. Hundreds of clients just like you make the decision to continue working with us because we deliver exceptional results. We take pride in helping clients reach their goals through regular guidance and deep relationships.
The TSN Way