Free Resources
Marketing Resources
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10 Steps to Bulletproof Your Practice
As featured in Investment Advisor, December 2011
The Decline of Insurance-Owned Broker-Dealers
As featured in Investment Advisor, November 2011
Top Five Reasons Advisors Change Broker/Dealer
As featured in Investment Advisor, October 2011
Are You a Candidate for Independence?
As featured in Investment News, February 2011
Which B/D Model Works Best?
An insider’s view as featured in Investment Advisor.
Transition Guide
Transition Guide to Moving Your Book.
Questions to Ask
Questions to Ask When Changing Your Broker/Dealer as featured in ProducersWeb.
Transition Money Options
Independent B/D Transition Money Options as featured in Investment Advisor.
How Painful Must Things Get
How Painful Must Things Get Before You Leave Your B/D? Featured in ProducersWeb.
White Papers
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Independent Broker Dealer Transition Support Variables
Paper reviews the vast differences in direct transition help as well as financial support offered by Independent Broker Dealers during the transition process.
How to Evaluate Broker Dealer Service
The Four Factors that Impact Service Quality
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