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Broker Dealer Change ~ Exclusive Recruitment Firm for Financial Advisors

Broker Dealer Change is a successful, Recruitment Firm for Financial Advisors. Our firm was founded by Derrick Friedman, to provide solutions to financial advisors who are considering a move to another Broker Dealer Firm. The financial brokerage industry has undergone significant changes in the past few years.  We provide invaluable assistance & guidance for financial advisors who are searching to find a broker dealer firm.

For over 30 years, we represent regional and top independent broker dealers, nationwide. The process of finding a new broker dealer firm is time consuming. We do all the research and engagement with firm recruiters to understand their respective value propositions, cultures, products, platforms, technology, and transition processes.

To save time, as your Financial Advisor Recruitment Firm, we act as the financial advisor’s “agent.” We sift through all of the information and help the financial advisor find the “best fit.” We determine your requirements and bring firms to you that will benefit your practice. We create a “market demand” for each financial advisor we represent, sometimes bringing as many as 5 Broker Dealer firms “to the table.”

We also assist in buy/sell arrangements for financial advisor practices, acting as the middleman to match buyers and sellers of books.

Our Mission

Change is good, especially when it’s for the better. With a vast network and our extensive experience in the broker industry, Broker Dealer Change excels in the consultative process. We identify your needs and match you with a Broker Dealer that best fits the needs of your practice and personal profile.

Broker Dealer Change has perfected this process. Learn about the Broker Dealer Change Process

As a successful recruitment firm for financial advisors, we bring the experience and expertise that saves times with “smart” options and solutions for your growing practice.  We understand the technology, culture and more importantly we know the executives for the top independent broker dealers. We are able to find optimum firms that match your individual preferences and business.

Our goal is simple. We want to be the best recruitment firm for financial advisors in the industry.

Derrick Friedman | President & Founder of Broker Dealer Change

Derrick Friedman is the President & founder of Broker Dealer Change. He graduated from The Ohio State University in 1994 receiving a Bachelor’s of Arts Degree in Business and Psychology. Over 25 years practice in financial services.