Becoming independent is one of the most important decisions an advisor can make. Going from being an employee to running your own business is a huge decision. Even the simple fact of changing companies once they are already independent is a major problem. There are a thousand considerations beyond the obvious – branding, client retention, compensation – and advisors need incredible support when making those decisions and even well beyond onboarding. initial with a new cabinet.
Momentum Independent Network is focused on helping advisors with a smooth move. Instead of focusing on the ‘transition’, the dynamics smoothly evolve it, removing much of the anxiety associated with business change. We provide tailor-made support, personalized marketing consultation, business development roadmap, comprehensive oversight and compliance, among many other included services such as insurance. Momentum also offers a company-specific technology platform and training so your team can be up to date in no time.
Your customers will also feel how easy the transition is, with Momentum offering a seamless and compliant customer paperwork process. And because Momentum is affiliated with HilltopSecurities, a leading municipal investment bank and one of the nation’s largest clearing houses *, your clients will benefit from superior execution, market research and insight. , as well as a robust trading platform.
Earn an advantage by speaking with Momentum Independent Network today
* As of August 17, 2019. Based on the number of broker clients. Investment news.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.