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Find the Best Broker-Dealer/RIA Partner for Your Practice

January 01, 2023 | Grove Point Financial

Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.

  • How to identify your critical decision factors
  • Analyzing a broker-dealer/RIA’s technology offering
  • Understanding why cultural fit is crucial to your success
  • Evaluating a B-D/RIA’s investment products and financial planning support
  • Assessing a B-D/RIA’s prioritizes and long-term outlook

To download the White Paper, please provide the following information: