Financial Advisor Placement Services is the premier Financial Advisor Placement firm, that specializes in placing only Financial Advisors. We focus on placing Experienced Financial Advisors with Independent Broker Dealers, Regional Broker Dealers, Wirehouse Broker Dealers, and Registered Investment Advisors.
The reason why advisors use our services is because of our industry relationships, knowledge and high touch professional service. Most of our advisors thank us for helping them find a new broker dealer, and we tell them that we are just doing our job, which is helping advisors succeed! Many Wall Street brokerages and independent broker dealers are undergoing tremendous change.
The reason why advisors use our services is because of our industry relationships, knowledge and high touch professional service. Most of our advisors thank us for helping them find a new broker dealer, and we tell them that we are just doing our job, which is helping advisors succeed! Many Wall Street brokerages and independent broker dealers are undergoing tremendous change.
Services
Shawn K. Smith is the Principal of Financial Advisor Placement Services and founded it in 2009. Shawn has 26 years of investment industry experience and has worked directly with Financial Advisors during this time. Prior to founding Financial Advisor Placement Services, he worked at Ameriprise Financial as the Recruiting Manager for the Northeast.
Financial Advisor Placement Services was founded in 2009 by Shawn Smith to meet the needs of the financial advisor who is considering a move to a new Broker Dealer. We work as the broker's "agent" to help the advisor find the firm to meet their professional requirements in order to best serve their clients.
Since we have been in business, we have been getting calls from advisors who want to either buy or sell a Financial Practice. With the aging of today's financial advisors, the average age of the advisor is 58 years old. In this aging population, it only makes sense that some advisors will want to retire.
1. Wanting to retire. 2. Frustrated with increased regulations. 3. No longer able to make adequate compensation due to increased costs. 4. Increased competition from other advisory firms. 5. The desire to find a suitor to continue to bring good service to your clients. 1. The valuation of your financial practice.
2021: We are currently working with several well capitalized broker -dealers who are interested in buying smaller broker dealers, or taking over their back office operations. We have seen an increased demand from smaller broker dealers considering a sale. The pricing that these acquirers are willing to pay for a small broker-dealer is very aggressive.
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