It all starts with our discovery process. Either online, by mail, or by
phone, we gather the right information to get a snapshot of your business
mix/model, your goals for growth, and your current challenges.
It's easy, it's confidential, and it's the first step to a better
relationship with a new broker/dealer who can help you achieve success.
Based on the information you give us, we get right to work looking for your
best fit. We have a database of over 3,000 firms nationwide to choose from, and
we have extensive experience with the best of them.
We've worked with enough different advisors that we can quickly understand
your situation and immediately begin to provide solid advice and intelligent
options for you to consider.
We evaluate potential partners for you, those who can meet your needs and
help you grow your business. We will also help you present yourself (who you are
and what you are trying to accomplish) concisely. We've learned that a great
first impression is an important factor in successful negotiations.
Once we've gone over your options with you and prepared you for the process,
we are your partners during the negotiations with the Broker/Dealers you are
most interested in.
Knowing how to navigate the negotiation process can make a huge difference in
results. Your terms will quite possibly be better than what you could have done
on your own. So, not only do we save you time, we also make your final situation
We'll keep negotiating until you get something you can be happy with.
Even after the papers are signed, we aren't finished. We have a vested
interest to stay with you to ensure a smooth transition.
As your partner, it is in everyone's best interests to help you grow your
business as well.