We Can Help You Find a New Broker Dealer and Net More
How will the new DOL fiduciary rule change your business? More hurdles to hump? Stricter compliance policies? More BD profit centers that cut into your bottom line? Perhaps it’s time to find a new broker dealer.
As a broker dealer recruiter, we pride ourselves in delivering superior value to advisors by helping you keep your focus on your clients—not due diligence on broker dealers. Give us a call to learn more about how we:
Save you time.
We’ll handle the broker dealer due diligence and help you find the right broker dealer relationship the first time.
Uncover broker dealer benefits.
We can reveal broker dealer benefits oftentimes unknown to advisors.
Help get you more in final negotiations.
We share our years of experience and insights into the current broker dealer environment to help you get your best offer possible.
No cost to you.
We are on retainer with the firms with which we contract, and typically get advisors a better offer than you can get on your own.
Specialized. Candid. Discreet.