Broker Dealer Services

Broker dealer and producer group services keep improving with numerous services now being made available that you didn’t see just two years ago.

Services to help you operate a more efficient back office include:

• Broker dealer trained and licensed virtual assistant to save you 40% on average to traditional support staff.
• Practice management to help bring efficiencies to staff hiring, business structure, technology implementation and marketing campaigns.
• Tech solutions where broker dealer can be your IT Department and Cyber Security.
• CFO solutions includes business diagnostics, business strategy plan, task list, progress tracking and guidance on most profitable growth initiatives.

Services to help you grow your client base include:

• Digital marketing solutions done for you by marketing consultant supported by a digital marketing team covering content, compliance, strategy and business intelligence. Up to 90% increase in website traffic, 45% average annual increase in social media. connections and email open rates 2X the industry average.
• CPA partner program that matches you up with CPAs with a 50/50 split.
• Dave Ramsey program both regionally and nationally providing a steady flow of new clients focused on a Christian audience and financial education.