ZAG’s collaborative efforts, buying power, and industry influence accrue to every client’s advantage. You have access to the latest investment research and tools, and advisors can draw upon a vast network of technical knowledge to create optimal solutions. Advisors possess advanced expertise, leading edge capabilities, and high practice standards—all of which translates into a better financial experience for you.
ZAG advisors meet regularly to receive continuing education and to explore issues affecting the industry, their professions, and clients. These forums provide an opportunity for some of the brightest practitioners in the business to gain technical insight and encourage one another—and this interaction leads to continual professional improvement and accountability. Many advisors return home from these meetings renewed and energized, ready to apply new ideas and stand firm on their commitment to their clients and profession.
ZAG member firms share professional tools and resources, and exchange ideas on operations, marketing, and other business strategy. By leveraging their buying power, the firms gain access to institutional-quality products and services at a lower cost for the benefit of their respective clients. These improved economies of scale result in more cost-efficient businesses, increased competitiveness, and enhanced services to clients.