About Us
Switching Broker-Dealers as a Financial Advisor
Founded in 2009, RepRecruit, LLC is at the forefront of assisting financial advisors in the process of switching broker-dealers as a financial advisor. We partner with executives from over 50 leading Independent Broker/Dealers, RIAs, and Private Wealth Banks. Moreover, our firm is pivotal in facilitating merger and acquisition opportunities for brokers/dealers and advisors, aiding those in the market to buy or sell their practices.
We guide financial representatives and advisors through unbiased consultations and strategic introductions to the best opportunities and connections within the financial industry, specifically focusing on independent broker-dealers. Our commitment is to ensure you find the perfect alignment for your practice, facilitated by our deep industry insight and comprehensive network.
We look forward to becoming your trusted ally in navigating the financial services landscape.
Our Mission
Our mission is to provide you, the advisor and financial representative, with a completely unbiased look at the best independent broker-dealers based on your needs. We offer a comprehensive inside look at technology, pricing, culture, payouts, and arbitration history, providing every piece of information possible to help you make the best decision—confidentially.
Unique Experience
What sets RepRecruit, LLC apart from the plethora of independent recruiting agencies is our unrivaled experience in the trenches of independent broker-dealers.
Not only have we been in the shoes of a financial advisor, but we’ve also navigated the role of a recruiter within independent broker-dealers, including Advisor Group at Royal Alliance, Associated Securities, Mutual Service Corporation, United Planners, ML Stern, Securities America, and niche entities like Financial Advisors of America and SCF Securities.
Our Commitment
Our allegiance at RepRecruit, LLC is firmly with the advisors—their success and optimum positioning in the industry are our ultimate goals. Unlike other firms that may serve the interests of independent broker-dealers, we ensure our clients, the advisors, achieve the most lucrative upfront bonuses, payouts, favorable internal accommodations, and seamless transition contracts.
This dedication is underpinned by a performance-based compensation model paid by the network of independent broker-dealers we partner with. This guarantees that our recommendations remain impartial.
Personal Touch
As CEO and an executive recruiter with nearly 25 years in the financial services industry, I bring a personal investment to each interaction. The industry often quantifies success in mere numbers, yet I prioritize the human element. Advisors are the custodians of their clients’ futures—holding their dreams, ambitions, and life goals in esteem, and I mirror this responsibility in our approach to recruiting.
Our Family
Our family values deeply influence our professional ethos. Blessed with nine incredible children, my wife and I daily count our blessings for the growth of our business and the divine favor over our family. This gratitude extends to our professional family — the advisors we serve — as we wish them the same fulfillment and prosperity.
Thank you for the opportunity to work with us.
God Bless,
Dave Reyna, CEO of RepRecruit, LLC
RepRecruit was designed for financial representatives and advisors seeking unbiased consultation and introductions to the top advisors, executives, and firms in the industry. We specialize in connecting you with the best opportunities and providing comprehensive insights to help you make informed decisions. Our mission is to ensure you find the perfect fit for your practice, leveraging our deep industry knowledge and extensive network. Thank you for considering RepRecruit as your trusted partner in navigating the financial services landscape.
FAQ's
Our Comprehensive Approach
- Initial Consultation: We start by understanding your needs to match you with suitable independent broker-dealers.
- Data Compilation: We use your criteria to sift through our database to find independent broker-dealers who align with your goals.
- Filter and Narrow: We zero in on the top broker-dealers, extracting a shortlist tailored to your criteria.
- Continued Search: If you’re not satisfied with the initial options, we will continue to search until we find the right independent broker-dealer for you.
- Confidential Introductions: Once we find a good match, we facilitate discreet introductions to the top executives of each firm.
- Relationship Nurturing: We support you throughout the process, ensuring a smooth transition to your new broker-dealer.
- Offer Review and Negotiation: We assist in evaluating and negotiating offers, advocating for your best interests.
Our Commitment
We’re committed to a single successful placement with an independent broker-dealer, striving to provide a lasting fit that meets your long-term objectives.
We operate on a success-only model, meaning there are no upfront costs for you. The fees are fully covered by our network of independent broker-dealers, illustrating our confidence in securing the perfect match for you.
Performance-Based Recruiting
- No Retainer Fees: You will never be billed a retainer fee for our services.
- Freedom of Choice: We will not impose any charges if you choose to remain with your current firm or transition to a broker-dealer outside of the RepRecruit network.
- Objective Advice: Your trust is valuable to us. We’re committed to providing transparent and impartial advice, empowering you to make a decision that truly benefits you, even if it means not partnering with us.
Working with RepRecruit, LLC gives you the inside edge in finding the right broker-dealer for you.
The Limitations of Direct Contact
You could reach out directly to brokers/dealers and discuss options with their in-house recruiters. However, the information you receive will invariably be from their perspective. Each broker/dealer will boast unparalleled technology, exceptional back-office support, and superior platforms. But without direct experience or peer insights, you can never be sure.
Our Unique Advantage
This is our domain. Our extensive experience includes successfully placing numerous advisors within our extensive broker-dealer network and serving as internal recruiters for some of these firms. We gather continual input from advisors we’ve placed, distilling these insights into invaluable guidance not typically revealed through direct recruiter interactions.
Our Relationship: Like Agent and Athlete
Consider our partnership similar to the relationship between an athlete and an agent. You, the advisor, are akin to an elite athlete, while we, as your recruiters, serve as your personal agent. Representing your interests is our mission, and your goals become our pursuit. We’re committed to surpassing your expectations.
What We Offer
- Insider Knowledge: Tap into our extensive industry knowledge and direct experiences with various broker-dealers.
- Vested Interest: We relentlessly seek the perfect fit, advocating for your best interests.
- Unbiased Advice: We provide unbiased counsel enriched by the genuine feedback of advisors who’ve taken the paths you’re considering.
Thank you for considering RepRecruit, LLC as your ally in this venture. We eagerly anticipate guiding you through your broker-dealer selection process to secure the most compatible partnership for your practice.
