Blogs

How to Transition to a New Broker-Dealer Successfully

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Here are some steps financial advisors can take to ensure a successful transition Review Contracts and Non-Solicitation Agreements:  Before initiating the transition, thoroughly review your existing employment agreement and any non-solicitation agreements you may have signed with your current broker-dealer. Understand these contracts’ restrictions and obligations to ensure compliance during the transition process. Notify Clients […]

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Top Wealth Management Solutions for Financial Advisors

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Financial advisors can use several wealth management solutions to grow their asset base. Here are some of the top solutions: Envestnet Envestnet provides a comprehensive suite of wealth management solutions for financial advisors, including access to a wide range of investment options, portfolio management tools, research and analytics, and support for financial planning. Envestnet’s platform

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Time to Move to a RIA Model?

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Financial advisors may choose to move to an independent registered advisory model for several reasons, including:   Increased independence: Independent registered advisors have greater control over their business. Advisors can make decisions that are in the best interest of their clients without being constrained by the policies and procedures of a broker-dealer.   Ability to offer a

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Maximize Your BD Relationship First

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Maximizing your broker-dealer relationship can be crucial to your success as a financial advisor or broker. Here are five ways to make the most of your broker-dealer relationship…  Communicate regularly:  Communication is critical to any successful relationship, especially for your broker-dealer relationship. Regularly communicate with your broker-dealer about your business goals, challenges, and opportunities. This

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PRACTICE VALUATION 101

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A financial advisor can use several methods to value their practice. Here are some of the most common ways: Multiple of Revenue: This method involves multiplying the practice’s annual revenue by a specific factor, ranging from 1 to 3 times revenue. The multiple used depends on factors such as the size of the practice, the

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FEATURED IN THE TOP 100 MAGAZINE FOR 2018!

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Dave Reyna is the chief executive officer of RepRecruit, LLC, one of the top recruitment firms for independent financial advisors, wirehouse representatives, and highly-ranked broker/dealers across the United States. Dave’s career history is a testament to his hard work and resourcefulness. From his first role in the finance sector, to his current appointment, he has continually

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