Each year we  help hundreds of advisors explore options for switching to a new broker dealer.  Some are seasoned veterans who have been down this road before, some having already moved 2-3 times in their careers.  Others are brand new to the process who are looking for support and education every step along the way.  

One tool we developed to help set advisors up for success is a piece we call “Anatomy Of An Offer.”  In this document we show typical terms and provide insights into areas where advisors can seek real differentiation and break through the promises and corporate-speak.