Broker Dealer Change understands the unique challenges that face Financial Advisors in today’s ever changing economy.
Broker Dealer Change was founded to provide solutions to financial advisors who are considering a move to another firm. The financial brokerage industry has undergone significant changes in the past few years and there are many advisors who need our services to help them find a firm that meets their practice’s requirements.
We represent regional and independent firms. The process of finding a new firm is time consuming-speaking with firm specific recruiters to understand their respective value propositions, cultures, products, platforms, technology, and transition processes.
To save you time, we act as the advisor’s “agent”, to sift through this information and help the advisor find the “best fit.” We try to determine your requirements and bring firms to you that will benefit your practice. We create a “market demand” for each advisor we represent, sometimes bringing as many as 5 Broker Dealer firms “to the table.”