We believe our Financial Advisors should be highly compensated for the work they do, and by going independent, that can happen for you. We also know that a one-size-fits-all payout approach is not in your best interest. We’ve seen competitor Broker/Dealers increasing their GDC minimums so high that’s it’s obvious that they don’t value your business. That’s not our approach.
So what is our approach? We start with the fundamentals of building a successful, long-lasting partnership. We will get to know you first. We’ll then get to understand your business mix and philosophies. Finally, we’ll want to know more about your goals, where you are taking your practice, and where you want to end up.
From there, we will propose a compensation structure that makes sense for you – and us. After all, we are planning the foundation for a long, mutually-beneficial partnership.
In this highly aggressive business, we understand that we must be competitive to remain successful. And we also need the fundamentals that make sense for both of us in the long run.
It should also be noted that we pay our Advisors on a weekly basis. After all, it’s your money!