We have extensive larger broker-dealer recruiting department experience and can help you determine if a new B-D is a viable move. We know the market and can find the right fit as your agent without any cost to you. We have first hand experience knowing what broker-dealers will offer and being independent gives us access to any broker-dealer but with no predisposition to any one. We have recruited hundreds of financial advisors and you will greatly benefit from our knowledge, but more importantly, we do this so our clients can find the perfect home for their practice. We’ve been in your seat and know how important the right fit is to your success and peace of mind.

Why FinServ Consulting Group

Like any other industry there is one major factor that separates the authentic organizations from the rest of the pack and that is Experience! Experience is the determining factor in our business and we have “it”! Our Experience in understanding the subtleties of the cultural and value propositions of the independent Broker-Dealer community is our strength. We have the first hand experience from being a financial advisor to running large recruiting and business development departments for independent Broker-Dealers. Let us help you steer through the confusing waters of finding the best independent Broker-Dealer for you and your business and make the Right Choice the first time. Call for a confidential conversation or email us today to get started.

Contact Tim at email: tjorourke@comcast.net

Or call 404-964-9933