Competitor Firms Work - PowerPoint PPT Presentation

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Competitor Firms Work

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

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Title: Competitor Firms Work


1
financialadvisorplacementservices.com
  • 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. You will want your next broker
    dealer to fit your practice, and that's where we
    add value-in sorting through all of the firms and
    identifying the ones to fit your needs and
    personality.

For more details, please visit
http//www.financialadvisorplacementservices.com/
2
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!
  • For more details, please visit
    http//www.financialadvisorplacementservices.com/

3
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, please visit
    http//www.financialadvisorplacementservices.com/

4
Advisor Resourses
  • The purpose of the National Association of
    Independent Broker Dealers is to positively
    impact rules regulations, and legislation by
    facilitating a consistent, productive
    relationship between industry professionals and
    regulatory organizations and by providing
    education and member benefits for Broker Dealers.
  • For more details, please visit
    http//www.poolmanagementinc.com/

5
Contact-Us
PH 978-312-1656  or Email  sales_at_financialadviso
rplacementservices.com
Financial Advisor Placement Services 36
Brownville Avenue, Ipswich, MA 01938 (978)
312-1656
For more details, please visit
http//www.financialadvisorplacementservices.com/
6
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