Webinars With Industry Experts

Crucial Considerations Before Leaving A Wirehouse

Many successful brokers at Wall Street firms have chosen to go independent in recent years because they want to provide clients unbiased advice and reap the benefits of owning an advisory firm.

Before you can begin to think seriously about going independent, however, you must address crucial questions such as:

  • How can you avoid a breach of contract with your current employer?
  • Should you start your own firm or join an existing one?
  • How do you start the B/D and custodian selection process?
  • Will you hire legal counsel and if so, then who?
  • How much capital do you need to get started?

At this webinar, you’ll learn answers to these questions.

Guest speaker Ryan Shanks is founder and CEO of Finetooth Consulting LLC, which provides retail and institutional transition advisory, practice advisory, and succession planning to financial advisors, RIAs, and broker-dealers. Before founding Finetooth in 2006, Shanks was VP of Business Development for Associated Securities Corp., an independent broker-dealer located in Los Angeles, CA.

 

This webinar is approved for IMCA® CE credit.

 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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