The power & Freedom to Grow
At i10 Wealth, we replace restrictive compliance with supportive guidance, pair you with hands-on mentorship to scale your book, and equip you with a simple, effective tech stack. We provide a clear exit and succession plan for your future—and back it all with a personal, high-energy, servant-minded support system that makes your success inevitable
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Compliance
Our compliance policies and procedures are not designed to stymie your creativity and boundaries. We are here to try to figure out a way to let your ideas work without compromising integrity or running into any regulatory issues.
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Technology
Bulky trading platforms, ineffective CRM workflows, and multiple logins are a thing of your past. At Intentional, you can access your client notes, system workflows and rebalancing platform fro one login. Simple. Efficient. Effective.
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Payout
Also a thing of the past are hidden fees that diminish your take home pay. With no less than 85% payouts, there are ZERO hidden fees at Intentional, just like we promise our clients.
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Have Fun
While we love our tech stack, compliance approach, and payouts, our high energy and fun loving culture is what will alwasy set us apart. It’s refreshing to have fun doing what you do to support your family. Come enjoy life the intentional Way.