Why Move?
- Simple Due Diligence: Remember, last year’s star telecom analyst and firm…well, they are this year’s goats and culprits. Make sure you are working for a firm that has no hidden secrets or agendas…you owe it to both your clients and yourself.
- We have have always recommended that you as a broker perform due diligence on your own career every four to eight years. This helps you determine if your current firm is offering the best opportunities for both you and your clients.
- We’ve had two very difficult years in the Brokerage Industry. Now, more than ever, your clients are demanding that you, as brokers, do your complete due diligence before making equity or asset allocation recommendations. Logically, your due diligence must help you determine if your current firm is offering the best opportunities for both you and your clients. After all, it is in your clients’ best interest that you have excellent research, superb execution, intelligent management, etc.
- It is your career. In ten minutes with us on the phone and an hour in a face-to-face meeting with a manager from another firm, you can get a good idea if there is a firm better suited to your business and your personality. Isn’t your career worth an hour and ten minutes? Give us a call.
- How can I move in this market? It has been a tough year – nearly everyone connected with this industry has suffered major losses. Your clients can only blame you, your firm or themselves for the condition of their portfolios. If they blame you, they’ll leave you; if they blame the firm, they’ll leave your firm – and you too if you stay there. They aren’t likely to blame themselves if they have two other such obvious targets. A move can give your clients clear evidence that you are doing something to make things better!
- The easiest way to keep your clients may be to move to a firm with research proven to be better and more reliable along with economic forecasting that is more honest and accurate. Consider joining a different manager and a firm with a different philosophy – a firm that emphasizes the needs and feelings of both its brokers and its clients – a firm that can help you and your clients recoup your losses.
- A very important thing for you to remember is this: you must survive if you are to take care of your responsibilities to yourself, your family and your clients. You can re-energize and revamp your business; start with a nice check – financial assistance – to help cushion your reduced income in this uncertain market.
- Deals are coming down and so are the production levels of most brokers; the longer you wait, the smaller the check…so act now! Now is the best time to move!! Give us a call or drop us an email.