Reviews & Endorsements

“Changing broker dealers after 14 years was a big, complicated decision. Derrick made this process much easier. He brings enthusiasm, knowledge and an honest, no nonsense approach to the table. He got to know us and our needs and matched us to a broker dealer that fit our objectives perfectly.”

– John

Reviews & Endorsements

“To all Advisors out there, if you’re looking for a good recruiter, disregard this message.  If you’re looking for a GREAT RECRUITER, pay close attention.  I’ve been in the business for over 20 years and Derrick Friedman is head and shoulders above the recruiters I’ve met during my time in the industry.

Why? He’s straight-forward and as Advisors we know the importance of getting the nuts and bolts of a true relationship. He’s been on both sides of the table. He knows what producers look for and he knows what broker-dealers look for in an Advisor. Most importantly, he gets results. He found me the two best broker-dealer options possible! If that’s not getting results, what is?
Derrick Friedman is worth your time. Talk to him!!!.”

– Michael A. Allen, ChFC, MBA
Allen Financial Advisement, La Jolla, CA

Reviews & Endorsements

“Highly recommend, delivered as promised”

– Storick & Associates
Ft. Lauderdale, FL

Reviews & Endorsements

“Very easy process, would recommend for any advisor”

– Adam Marquadt
Rochester, MN

Reviews & Endorsements

“Great service, we’re in a much better place, would recommend to any financial advisor.”

– MidSouth Financial Consultants
Memphis, TN

Reviews & Endorsements

“It is always our desire to work with likeminded professionals that understand, grasp & can clearly identify Advisors that are in need of a firm like ours. We take a holistic approach and look for compatible business partners that bring a unique value proposition to the entire Branch Development process. Derrick Friedman truly understands our firms Values &  mission statement. He acts more as an Independent Consultant, that brings a truly caring nature to every Advisor and their search.  Professionalism above board, always. We hope to have. Many years of a shared vision with Derrick and his efforts.”

– Carlo A Bidone, Kovack Financial Companies
Ft. Lauderdale, FL

Reviews & Endorsements

“Derrick did a great job of understanding our needs and matching us with the right partner.

He was fantastic to work with.”

–  Spartan Wealth Management
Detroit, MI

Reviews & Endorsements

“If you are an Advisor that specializes in a niche business, and are looking for a special type of Broker/Dealer, then Derrick Friedman with Broker Dealer Change, is definitely the person for the job. Derrick listens to what is important to you and your practice. His knowledge of the business enables him to search through many broker dealers until he finds the one that is suitable for your business. I could not be happier with my new broker/dealer.  Thank you Derrick

–  Linda James, Managing Partner, Wheatley Management Company
Charleston, NC

Reviews & Endorsements

“I needed a new broker dealer and fast. 

Then I found Derrick.  He set me on the right path right away and I was hooked up with 3 offers within a week. I highly recommend his service.”

–  Keith Murray
Annapolis, MD

Reviews & Endorsements

“When I was looking for a new RIA, Derrick was great in helping me find the perfect fit for me and our firm.

Highly suggest using Derrick if you are looking for a new RIA.”

–  Frank Corto, President, Corto Financial
York, PA

Reviews & Endorsements

“A wise choice. Derrick gave me the direction which significantly impacted my business in a positive way.”

–  David Schaum
Boca Raton, FL


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.



Over 25 Years Industry Experience



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

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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