There’s No Time Like the Present to Evaluate Your Future

The next broker-dealer (BD) offer awaits you. It’s time to fall into a new BD relationship!

Fall’s here, and thus the time many advisors are evaluating their bd relationships … is it still symbiotic for both parties? For some advisors, yes. However, some are left in the aftermath of bd acquisitions who have continually brought larger practices into the fold and skimmed focus from the long-standing and tenured advisors. Do you feel the impact of acquisitions in your practice? If so, read on!

Choose a Partner, Not a BD

As the year closes, it’s also time to evaluate the direction you want to take your business next year. Who’s going to help you build your vision? Who can bring talent and dedication to your team when you’re knocking on their door? Let us help you create a road map and action plan to evaluate your practice. Let’s see if we can build a mutually beneficial relationship. At Client One, we’re passionate about knowing YOU and your practice.

I’m here to tell you relationship-driven bds exist — and that’s why I decided to join the company as president. We adhere to the old style of doing business, you come first. We have old fashioned values. That’s why choosing a bd, is more than checking boxes on a list. It’s about teamwork, peers to support you and those who are willing to tune into your practice’s needs.

Client One Sales Summit Highlights

I’m sure you’ve heard it all before, because talk is cheap. Here are just a few highlights from our colleagues who attended the annual Client One Sales Summit. We host the event to build relationships by bringing experienced like-minded colleagues together. Take a look »

We do business differently and welcome the opportunity to discuss how we might be a good fit. Here’s my direct line 913.814.6097.