Who Are We
We help financial professionals expand their services, increase revenue, and reduce liability risks through our proven partnership network of industry experts and advanced planning solutions.
About the ProAdvisor Network
The Pro Advisor Network, part of TruNorth Financial Services, represents a powerful alliance of financial professionals dedicated to expanding the scope and quality of client services.
Founded by industry veterans Steve Gordon, CFP, CLTC, and Rob Trube, our network brings together decades of expertise in financial services and insurance distribution.
Our Mission
We strengthen professional partnerships by providing the resources, expertise, and support that enable financial advisors to deliver more comprehensive solutions to their clients.
Our foundation rests on three core commitments:
Expanding Client Value
We equip our Professional Partners with advanced planning strategies and solutions that complement their existing services. This expansion of capabilities allows them to address a broader range of client needs and deliver more complete financial solutions.
Growing Revenue Streams
By partnering with our network, professional advisors gain access to additional revenue opportunities through expanded service offerings. We provide the training, support, and infrastructure needed to efficiently implement these new revenue streams while maintaining focus on their core business.
Protecting Professional Practices
Many advisors face hidden liability risks in their practice – risks they may not even realize exist. We help identify these potential exposures and provide solutions to protect both the advisor and their clients. This proactive approach to risk management helps secure the long-term stability of our partners' practices.
The TruNorth Difference
As part of TruNorth Financial Services, the Pro Advisor Network delivers the perfect balance of personalized support and institutional strength. We understand that each professional practice is unique, which is why we focus on creating customized solutions that align with our partners' business goals and client needs.
Our partners gain access to:
Advanced planning resources and expertise
Comprehensive training and support
Risk management solutions
Revenue growth opportunities
Professional network collaboration
Join the growing community of professional advisors who are expanding their capabilities, growing their practices, and better serving their clients through the Pro Advisor Network.
