Broker-Dealer Services

We believe we've found the best possible partner in our Broker-Dealer relationship.

As planners, we may be gathering more assets but we still need a broker-dealer. Let’s name just a few reasons:

When acquiring practices that have brokerage clients the assets can be moved in kind more quickly and efficiently.
Support from the broker-dealer eases the acquisition process in terms of licensing, technology and compliance support systems.
Provides access to preferred vendors and better pricing on numerous resources including software, case design, email hosting, technology systems, compliance archival systems, and more.

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