Got Questions? I Have Answers.
I’m here to help. I understand that every person I meet with or talk to over the phone is different. You have unique needs. You deserve unique service. Below you will find a few common questions I often get from professionals looking to take advantage of the services I provide.
Question: Which firms does Turning Point Consulting work with?
Answer: Turning Point represents you, the advisor. Our interest is helping you select the right broker-dealer, custodian, or firm for your business. We are continually researching new firms and solutions for our clients.
Question: Who pays for Turning Point’s work?
Answer: Turning Point works like an agent for our advisor clients, but unlike an agent, you are not paying Turning Point. We evaluate your business and identify solutions that meet your needs. The broker-dealer, custodian, or firm that you select pays our consulting fee.
Question: How long does it take to find a new firm?
Answer: Turning Point uses a specific research process to help you identify the solution that is right for you. While our clients must invest their time to ensure success, Turning Point reduces their time by as much as 85%.
Question: Does Turning Point limit the number of firms we can work with?
Answer: Turning Point expands the list of firms you are able to evaluate. By taking the time to understand your business and actively working through our consulting process with you, Turning Pointallows our clients to look at more options with the time give. Research and choice means success for our clients.
Question: Do I want to consider an RIA or a Hybrid firm?
Answer: Turning Point will help you evaluate industry trends and identify the proper channel for your business. This means understanding your short and long-term business objectives while exploring vendors and firms that can expand your client resources.
Question: Will my problems be solved by making a firm change?
Answer: Turning Point will meet with you to understand the challenges at your current firm and determine if they are a result of the firm or endemic to our industry. Turning Point’s goal is satisfied clients, and we ensure that our process can meet your needs before taking you on as a client.
Question: Do I need to have my own firm to work with Turning Point?
Answer: Turning Point helps advisors that are looking to go independent but do not want to build their own firm. We also help advisors that are looking for a new office environment. We customize our search to match you with a firm or office that best fits your business need.
Question: What is the advantage of working with Turning Point?
Answer: Turning Point is designed to allow you to focus on what is important to your business: servicing your clients. An active partnership with Turning Point means you can find a broker-dealer, custodian, or firm that suits your business without losing focus on running your business.