678-670-9379

BROKER DEALER CHANGE

SELECTIVE PLACEMENT FOR FINANCIAL ADVISORS
CONTACT US

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 Sobrinski CLU, ChFC, RICP
Sciota ,PA

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

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

Industry News

 

USB Team Goes Indie

$8.2 Million ~ UBS Team Goes IndieADVISOR HUB | June 15, 2021 | Jake Martin $8.2 Million UBS Team Goes Indie with LPL...

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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