personalized
Our comprehensive consulting approach, is designed to search for the best Independent Broker Dealer to meet the needs of your practice. We assist Financial Advisors to analyze all of the options and questions involved in switching Broker Dealer firms. Learn More
No Nonsense
Our no nonsense approach saves valuable time by providing individual guidance and insight. We help Financial Advisors analyze all of the options and questions involved in switching Broker Dealer firms. Learn More
Step by Step
At Broker Dealer Change, we will work with you every step of the way as your “agent” to work through the firm information, schedule calls and meetings, and provide advice on which offers may be more attractive. Our fee is paid by the Broker Dealer firm. Learn More
Broker Dealer Change is a nationwide, recruitment firm exclusively for financial advisors.
PERSONALIZED CONSULTATIONS
DISCOVER YOUR NEEDS
Over 25 Years Industry Experience
NO NONSENSE APPROACH
ANALYZE YOUR OPTIONS
Success Skills Coaching
The Big Switch – How coaching helped a Financial Advisor bring his clients over to his new firm
A case study by Success Skills Coach Jim Rohrbach – Learn More
SUCCESS SKILLS COACH – APRIL 2024
Success Skills Coach- APRIL 2024Straight to the...
SUCCESS SKILLS COACH – MARCH 2024
Success Skills Coach- March...
Success Skills Coach – September 2023
Success Skills Coach- September 2023Summer's...
Success Skills Coaching – August 2023
Success Skills Coach- August 2023True...
Success Skills Coaching – July 2023
Success Skills Coach- July 2023Happy 247th...
Success Skills Coaching – May 2023
Success Skills Coach- May 2023"Lies Have...
Industry News
Wealthtech Solutions Continue To Evolve
Wealthtech Solutions Continue To Evolve In Tandem With RIA PrioritiesADVISOR HUB | MARCH 28 2024 | BY Andy Kalbaugh,...
Fidelity Announces Next Generation Campaigns
Fidelity Announces Next Generation Campaigns in fight for financial literacyINVESTMENT NEWS | APRIL 1 2024 | BY LEO...
Broker Dealer Change assisted Merrill Advisor Managing $230M AUM
Merrill Advisor Managing $230M AUM Joins LPL FINANCIAL ADVISOR | OCTOBER 20, 2022 | JOYCE BLAY Financial advisor Chip...
Contact Us
Schedule Your Personalized Consultation. Call us today at 678.670.9379 or online to schedule your personalized consultation. Once you fill out our secure online form, one of our team members will contact you within 24 hours.
Broker Dealer Change