Discover broker/dealer support that builds your business.
Your job isn’t easy. You need to help your clients reach their financial goals, keep up with a growing spectrum of investment options, and comply with an ever-changing regulatory landscape — plus deal with all the day-to-day challenges of running a practice.
That’s why Cadaret, Grant is always looking for ways to help you build your business. From the trading desk to cashiering, from operations to compliance, we deliver the support you need, plus a broad scope of marketing activities and tools, including:
- Top Advisors Conference
A premier event that introduces new sales ideas, product information, and other educational information in a relaxing and luxurious atmosphere.
- Cadaret, Grant National Sales Forum
An annual conference where keynotes by industry experts combine with breakout sessions on vital topics.
- Expos, Lunch 'n Learns and Webcasts
Events covering a wide range of financial and practice management subjects.
- MarketSight newsletter
A monthly publication packed with timely information, success stories, and department and sponsor news.
- Client tools
Everything from brochures and NASD-approved letters to materials for planning events, plus our Client Education Center, which provides links to sites offering practice management resources and prospecting ideas.
Of course, what you see here barely scratches the surface. To learn more, contact us or call Cadaret, Grant Recruiting at 800.288.8601 for a confidential discussion.