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 Coaching – May 2023
Success Skills Coach- May 2023"Lies Have...
Success Skills Coaching – April 2023
Success Skills Coach- April 2023AFib Is Not A...
Success Skills Coaching – March 2023
Success Skills Coach- March 2023Moment of...
Success Skills Coaching – February 2023
Success Skills Coach- February 2023Moment of...
Success Skills Coaching – December 2022
Success Skills Coach- December 2022The People...
Success Skills Coach – October 2022
Success Skills Coach- October 2022The Wrath of...
Industry News
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...
Edward Jones Breaks Policy
Edward Jone Breaks PolicyBARRONS | JUNE 16, 2022 | Andrew Welsch Edward Jones recognized for its solo advisor model, is...
Finra Orders RBC Wealth Mgt to Pay $1 Million
Finra Orders RBC Wealth Management to Pay One MillionINVESTMENT NEWS | December 16, 2021 | Jake Martin Finra Orders RBC to...
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