Changing broker-dealers doesn’t have to hurt.
Is the thought of transitioning to a new broker-dealer holding you back? Are you worried about the legal hurdles? The paperwork? The disruption to your practice and clients?
At Cadaret Grant, we’ve been guiding financial professional
s through the transition process for more than 30 years. In that time, we’ve gained valuable insights into the science and the art of transition. The result is a strategy that’s customized to your needs.
We’ll help you structure the broker-dealer relationship that’s right for you. Choose the best technology for your needs. Inform your clients and gather the necessary documentation. And we’ll assign a transition team that will be with you every step of the way.
What you’ll find is that changing broker-dealers is easier than you think. More important, you’ll see that it’s a business-building opportunity — the perfect chance to reconnect with your clients, offer new services and products, and gather additional assets.
So if you’re ready to change broker-dealers, we’re ready to help. Contact us
or call Cadaret Grant Recruiting at 877-721-6398 for a confidential discussion.