More and more financial advisors with broker dealer affiliations are questioning their B/D-only relationship. We are at a unique time in history, where the demands of clients, financial advisors, and the financial service industry providers are all changing simultaneously. Many Broker/Dealers have become behemoths; if you do not have a big voice, you will quickly get lost in the shuffle. Clients want more of everything – service, technology, investment products, and quality service – all at an ever-lower cost. In the independent B/D space, there is an increasing number of mergers and acquisitions that are giving rise to super aggregators: Advisor Group, Cetera, and LPL.
Registered representatives witnessing these changes are asking, “what do I really want to be when I grow up?”
“How can I maximize the value of my business?”
Home for Hybrids, LLC (HFH) is a resource to advisors looking to sift through the options and issues related to staying or going.
The scope of this data is oriented towards a financial advisor who is currently affiliated with:
Here are some questions to consider when thinking about staying-with or leaving your current B/D relationship:
What type of advisor are you currently and what type of advisor do you want to be?
We try to simplify things and analyze three categories of advisors:
*Transitional Wealth Planners focus on the following transitional events: retirement, inheritance, change in marital status, relocation, loss of a loved one, sale of a business.
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*Home for Hybrids provides information for growth and business development for financial advisors and wealth managers, namely, providing educational information in the field of business consulting and business development focusing on software and technology implementation and support, marketing assistance, efficiency training, and networking capabilities.