New Thank You Page

confirmation: offer request

Thank you for submitting your request.
We have received your practice data and are ready to begin securing your best offers.
What's Next?

Check Your Inbox

Look for an email containing additional information from our Senior Analyst, Lisa Johnston. Not seeing one? Check your SPAM filter (aggressive filters sometimes eat important emails) or call her at 425.979.6792

Identify Your Priorities

Think about what questions you have re: changing broker dealers including identifying your top priorities (ie: bigger payouts, more product options, better technology, etc.). We can help you prioritize and add to your list.

Schedule A Meeting

Schedule a 20-30 minute meeting to review your offers (please pick a date at least 2 business days away) with a member of our leadership team. Go ahead and click on the link now to lock-in your time.

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thank you. That was a great first step .

Check Your Inbox

Identify Your Priorities

Schedule A Meeting

thank you. That was
a great first step .