Changing Broker Dealers - PowerPoint PPT Presentation

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Changing Broker Dealers

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Financial Advisor Placement Services is the premier financial advisor recruiting firm that specializes in placing only financial advisors. There is no cost to the Advisor! For more details, please feel free to log on to: – PowerPoint PPT presentation

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Title: Changing Broker Dealers


1
Financial Advisors who want to change firms,
usually don't have the background, knowledge, or
time to have numerous discussions with many
broker dealers.  Your decision to find your next
broker dealer is an important one.
For more details, visit http//www.financialadv
isorplacementservices.com/
2
Services
Financial Advisor Placement
Since we work with over 70 select broker dealers,
we have a vast network of partner firms, which
allow us to place advisors and brokers throughout
the United States. We speak to advisors every
day, from every state in the country. While this
gives us the opportunity to introduce local firms
to you. With today's technology, you can join
any broker dealer no matter how far away they
are. In 2014, we placed more advisors in CA than
we did in our home state of MA!
Financial Practice/Broker Dealer Sale
Since we have been in business, we have been
getting calls from advisors who want to either
buy or sell a book of business. With the aging
of today's financial advisor, the average age of
the advisor is 58 years old. In this aging
population, it only makes sense that some
advisors will want to retire. Seeing this
demand, we have accommodated these requests and
have begun to help advisors sell their books and
we have also helped smaller broker dealers sell
their firms.
For more details, visit http//www.financialadvi
sorplacementservices.com/
3
Our Process
We will find you the best broker dealer that
matches your needs. Financial Advisor Placement
Services helps financial advisors sift through
all of the options and questions involved in
switching firms. We are experts in the broker
dealer market. The people at Financial Advisor
Placement Services have been working with and
developing relationships with independent,
regional and national broker dealers since 2007.
We understand the clearing platforms and product
offerings and understand the firm's philosophy,
so that we find the best broker dealer to suit
your needs.
Independent broker dealer
Broker dealers
For more details, visit http//www.financialadvis
orplacementservices.com/
4
Contact Financial Advisor Placement Services
36 Brownville Avenue, Ipswich, MA
01938 (978)312-1656 Email  sales_at_financialadviso
rplacementservices.com
Thank You
For more details, visit http//www.financialadvis
orplacementservices.com/
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