1) Who is best suited for you and your practice?
2) Which firms align with your core business?
3) What firms are the most competitive with payouts and transition packages?
We know the search for a new independent broker dealer can start to feel like a full time job but, the truth is, it doesn’t need to. We have spent the past 25 years doing due diligence and research on all the major independent broker dealers and have helped thousands of advisors find their ideal broker dealer. We can take the guess work out of the process, free up your time and energy all while finding you the best broker dealer for your needs. Working with us not only gives you the ability to free up time, it also insures you have a representative that is protecting your needs in the process. Saving time, assuring good results and getting you your best possible deal is what we do best.
So, if you are interested in your independent broker dealer options and you want to explore the easy way, give us a confidential call. We look forward to hearing from you.