Financial advisor company - PowerPoint PPT Presentation

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Financial advisor company

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Financial Advisor Placement Services is the premier financial advisor recruiting firm, that specializes in placing only financial advisors. There is no cost to the Advisor! For more details, visit: – PowerPoint PPT presentation

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Title: Financial advisor company


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financialadvisorplacementservices.com
  • We represent both full service broker dealers as
    well as specialist firms that focus on certain
    product sets.    Some advisors are concerned with
    firms with high costs and production
    requirements.  We do business with firms that
    satisfy all of these problems, and have worked
    with them for years to "grow" their firms.   We
    have leverage with the firms that we represent,
    so we can get you the best offer available.   Let
    us do the due diligence and negotiations for you.

For more details, visit http//www.financialadvis
orplacementservices.com/
2
Broker Dealer Sales Financial Practice Sales
  • We act as consultants to sell broker dealers, or
    advisor financial practices.   We have a vast
    network to market private sales.  We work with
    broker dealers who want to sell their firms or
    simply outsource their back office functions.

Broker dealer search
Independent broker dealer list
For more details, visit http//www.financialadvis
orplacementservices.com/
3
Selling Broker Dealers and Books of Business
  • Since we have been in business, we have been
    getting calls from advisors who want to either
    buy or sell a book of business.  With the aging
    of today's financial advisor, the average age of
    the advisor is 58 years old.  In this aging
    population, it only makes sense that some
    advisors will want to retire.  Seeing this
    demand, we have accomodated these requests and
    have begun to help advisors sell their books and
    we have also helped smaller broker dealers sell
    their firms.  

Independent broker dealer
Independent broker dealers
For more details, visit http//www.financialadvis
orplacementservices.com/
4
Contact-Us
  • Financial Advisor Placement Services
  • 36 Brownville Avenue, Ipswich, MA 01938
  • (978) 312-1656

For more details, visit http//www.financialadvis
orplacementservices.com/
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