At CFD Companies, we sincerely cherish the relationships we cultivate with our advisers. From the moment they join us, we are committed to supporting them through every stage of their journey. We take immense pride in honoring our advisers and celebrating their successes in various ways.

Each week, we highlight our top ten producing advisers, recognizing their achievements both internally and publicly. This not only provides advisers with insight into their performance compared to peers nationwide but also fosters camaraderie as they congratulate colleagues with whom they may rarely interact.

Beyond weekly recognition, we celebrate our top performers with the Adviser of the Month program, highlighting their success within the firm and publicly. These recognitions culminate in two prestigious annual trips designed to honor our advisers' hard work and dedication.

Informational Webinars

We offer a variety of Informational Webinars throughout the year to support and reward the advisers who partner with our firm. Sessions like Team CFD, Marketing Momentum, and the CFD Networkshop provide valuable insights, resources, and community-building opportunities to help our advisers excel.

Presidential Adviser Trip

Our Presidential Adviser Trip is an exclusive event for the top 25 financial advisers. Past destinations include Grand Cayman, Turks and Caicos, and Aruba. This trip blends relaxation and professional growth, offering advisers the opportunity to network and attend presentations from guest speakers who provide valuable business insights.

Emerging Adviser Trip

For our top producing advisers under the age of 45, we offer the Emerging Advisers Trip. This program celebrates rising talent and offers a glimpse into the rewards of top-tier performance. It is a chance for younger advisers to build meaningful connections, learn from our top advisers, and prepare for future success.

Annual Conferences

In addition to these trips, CFD Companies hosts two annual conferences, featuring esteemed guests from Fox Business Network, bestselling authors, and dynamic public speakers. These events deliver valuable market insights, financial strategies, and life lessons. During our conferences, we formally recognize adviser accomplishments and welcome new members to the CFD family with a banner displayed in our auditorium.

What Our Advisers Say

“I’m so grateful to be part of the CFD family and can’t recommend it enough to anyone looking for a broker-dealer that truly values their advisers. There’s no place I’d rather be!”  — Nolan Dill, Bowling Green, Ohio

“What a pleasure it is to be involved with a company that always puts you first.” — Jason Murphy, Cookeville, Tennessee

“I love the family environment, the relationships, and the people. I know I can call on them anytime, and they’ll be there for me.” — Gene Griffin, Terre Haute, Indiana

About The CFD Companies

At CFD Companies, advisers are more than just business partners. Our teams know them personally, support them professionally and spiritually, and stand by them through life’s challenges. Our mission is to help each adviser flourish and follow their calling, knowing their success is our success.

We do more than recognize achievements; we cultivate an environment where advisers feel valued and supported in every aspect of their professional and personal lives. Our commitment extends beyond the workplace, fostering a community where advisers can share their successes, challenges, and aspirations. 

By prioritizing meaningful relationships, we create a culture that empowers advisers to thrive both individually and collectively. Whether through weekly recognition, exclusive trips, or annual conferences, every initiative is designed to reinforce our core belief that advisers are the heart of our organization.

We also understand that true success involves continuous growth and learning. This is why we provide ongoing opportunities for professional development, from keynote sessions with industry experts to workshops tailored to enhance advisers' skills. Our focus is on equipping advisers with the tools and insights they need to stay ahead in a rapidly changing industry. By investing in their growth, we ensure that our advisers are not only recognized for their accomplishments but are also prepared to meet future challenges with confidence and innovation.

If you're looking for the partner who will empower you to drive your business to the next level, we may be looking for you. Set a time to tell us about your practice. If there's mutual interest, we will work on a proposal together so that you can see what it would be like to grow with us.