Are you at a stage in your career where you know your growth potential is limited because of where you are building your practice? We are here to help you best determine what creative solution is best for you. It could be changing broker dealers, looking for a new custodian or even finding a new firm to hang your hat.
If you are considering a transition, we are here to help you. Take a moment to review the following questions. When you click “Submit,” I will confidentially receive your responses and will schedule a free consultation call with you to review your situation.
Take a moment to complete the following questions:
Current Firm: _______________________________
Current Custodian: ___________________________
Current Broker Dealer: ________________________
Your Frustrations: ___________________________
Your Goals in 2014: __________________________