Have you thought about changing your broker/dealer or insurance affiliation? Are you intimidated or overwhelmed by the process? How well does your current broker dealer know you and your business? Are you a wirehouse advisor who is ready to own your practice, or independent advisor seeking:
• Improved culture
• Responsive and professional business support
• Flexible and state of the art technology to meet your needs
• Higher payouts/lower expenses
• A broad array of product solutions for your clients, brought to you by some of the best product sponsors in the industry without proprietary product mandates
• Advisory services platforms and support that makes doing fee-based business easy
• Training webinars, workshops and seminars specifically tailored to your interests
Why DJK Consulting?
• We are your personal consultant/coach. All conversations are confidential with no cost or obligation.
• We conduct an extensive profile process designed to get to know you, your business and your goals prior to enable us to focus on the best solution for you. This process includes your production, assets, client segmentation, business platform requirements and compliance.
• We work with many firms and are impartial. Should you decide to transition, we are compensated by the firm and your offer is not impacted in any way.
• We seek to be your ongoing trusted consultant for the balance of your career.
For a confidential consultation, schedule a call at https://calendly.com/djkconsult/15min or email us at email@example.com.