For Financial Advisors and Consulting Firms | Stone & belter - komplexní poradenský servis v oblasti financí, privátního poradenství, investic a realit

A community that has your back – and moves you forward

What makes partners choose us?

“A great financial advisor needs more than quality products and a fair commission system – they need strong backing, a supportive community, and an environment for growth.

Stone & belter is the largest investment-focused company within the SAB Servis group – while the average firm generates 8% of its revenue from investments, with us it’s 31%. 15% of our advisors manage portfolios exceeding 150 million in investments. We run our own real estate agency, cooperate with renowned developers, and process more than 2 billion in mortgages annually. Thanks to this, we ensure a steady flow of new clients whom we serve comprehensively. This gives us stability and long-term sustainability, with over 50% of our revenue coming from investments and non-life insurance.

Choose the area where you want to grow – mortgages, investments, insurance, or holistic advisory – take advantage of our comprehensive education system and share experience with the very best.

We are not an MLM company. We have a flat organizational structure for experienced advisors and managers. We are an open brand for those who want to practice advisory in their own way – and still do it together.”

Rámí Khallouf, Director of Stone & belter

Trust and results that speak for themselves

Stone & belter in numbers

17 Years

on the market – with trust,
integrity, and respect

CZK 5 billion

entrusted to our care
by clients who believe in u

31%

of commission income
comes from investments

CZK 100+ million

in annual commission
generated through advisory services

48%

year-over-year growth
in AUA in 2024

100+

finance and real estate
professionals under one brand

Empowering benefits,
in your hands

Ownership of the client portfolio

The client base belongs to the advisor – and this is contractually guaranteed in writing.

Fair commissions

High commissions comparable to pools – with no maintenance thresholds like those often required by other companies.

Transparent contractual relationship

A balanced contractual relationship – with no non-compete clauses or other fine print tricks.

An independent identity

You can build your own brand – or make use of Stone & Belter’s marketing support.

Strong foundation, strong partnership

How our collaboration helps you grow

In-house real estate agency

Partner with a real estate agent, or strengthen your team by adding one. We’ll deliver the systems, training, and support you need.

3 sections, more opportunities

Personal finance, real estate, and private advisory.
Choose the area that suits you best – or take full advantage of all three.

Education that moves you forward

Make use of our academies and workshops to grow both yourself and your team – with insights directly from the best advisors.

Innovative digital tools

A modern, AI-driven CRM system designed to help you manage clients efficiently. Comparison and contracting tools are, of course, included.

Access to new projects

Gain know-how, contacts, and opportunities from developers, companies, and real estate teams.
We'll show you how to connect with new long-term client sources.

Direct mailing that delivers

We help you reach out to clients regularly and effectively.
We create articles, videos, and campaigns that actually drive results.

Run your business more efficiently with products from SAB Servis

myPLANN

A smart tool for managing client relationships

The client gets a clear overview of assets, contracts, and products — all directly in their mobile app and ready to arrange with ease.

myNOTE

Your office in your pocket — anytime, anywhere

The mobile app allows advisors to handle key business matters directly in the field. It’s fully integrated and synchronized with the myDOCK system.

myDOCK

The best assistant for leaders and advisors

This isn’t just a traditional CRM — it’s a comprehensive ecosystem of tools for managing your business, advisors, client relationships, and sales.

Choose the path that fits your business best

Financial advisor

Grow under our brand umbrella. Be part of a strong brand and still enjoy the freedom to set your own pace. We provide the infrastructure, marketing, and offices – plus the support of senior managers. The rest is up to you.

Business team

Empower your team’s growth with our education system. Skip the costs of building your own brand – leverage ours and our marketing support to save time and money.
With strategic meetings directly with the company’s owners, you’ll elevate your business to the next level.

Advisory firm

Whether you’re growing your own brand or starting a Stone & belter office, we’ll back you every step of the way. We’ll guide you in expanding your business – into real estate, investments, and more. You’ll get education for yourself and your team, plus strategic support for managing and scaling your entire company.

Interested in Working with Us?

Here’s how our cooperation usually begins

Step No.1

Let’s meet in person or online

We’ll introduce our approach, answer your questions, and gladly welcome you to one of our events or training sessions.

Step No.2

We’ll create a customized partnership offer

If we’re the right fit, we’ll create an offer tailored to your needs and expectations. Do you want your own business location or branch? We’ll support you.

Step No.3

We’ll set up a growth plan for your business

Signing the agreement isn’t the end – it’s just the beginning. With us, you have the freedom to set your own pace and choose the level of support that suits you.

Let’s get in touch

Feel like we’re on the same wavelength? Leave us your contact – we’ll set up a quick call or an in-person meeting. Just one click away.

I´m interested

Leave me your contact details

Shall we have an informal call or meet in person?

Stone & belter