You decided to be independent and manage your firm and clients your way. Your partnership with your Broker Dealer is one of the most important decisions you can make for you and your clients. But is your Broker Dealer serving your needs? Ask yourself the following:
Do you feel forced into a pre-existing business model that does not serve your needs?
Are you looking for more investment solutions than your current Broker Dealer has to offer?
Would you like to remain independent but tap into a bigger alliance to share ideas and collaborate?
Do you feel you cannot grow your business with your current Broker Dealer?
If you answered yes to any of these, then you need a true partner, not a Broker Dealer that feels like a parent telling you what to do. To learn more about how SFA can partner with you to grow your business, download our Partner Checklist now.