Henschen & Associates can find a broker dealer relationship that best fits your business profile, while helping you uncover unique, progressive and previously unknown opportunities. With more than 30 years of experience in the financial services industry, Jon Henschen is widely sought after by both reps and broker dealers for his expertise and advice on independent broker dealer topics.
With his in-depth knowledge of the independent channel and broker dealer environment, Jon also consults with stock analysts, hedge funds and endowments, providing valuable insight into IBD issues and trends. Jon has held a Series 7 license and worked as a registered representative in both the independent and wirehouse channels.
With his in-depth knowledge of the independent channel and broker dealer environment, Jon also consults with stock analysts, hedge funds and endowments, providing valuable insight into IBD issues and trends. Jon has held a Series 7 license and worked as a registered representative in both the independent and wirehouse channels.
Services
Henschen & Associates is an objective, confidential recruiting resource where you have access to our deep roots of knowledge, wisdom and network when it comes time to change broker dealer or make the progression to RIA. Our philosophy is to offer you the best choices in the industry without bias or conflict of interest, holding ourselves to a similar fiduciary standard that financial planners employ with clients.
With the many changes in our industry over the last several years, is your broker dealer still meeting your needs? More broker dealer profit centers that cut into your bottom line, lack of service and support, increasing compliance demands, and changes in a firm's culture are all good reasons to find a new broker dealer.
We've done the broker dealer financial and compliance due dilligence so you don't have to. At Henschen & Associates, we dig deep into a broker dealer's financials and compliance history, to help you get a clear picture of the broker dealer's situation and avoid being blindsided by added requirements and restrictions down the road.
Broker dealer and producer group services keep improving with numerous services now being made available that you didn't see just two years ago. Broker dealer trained and licensed virtual assistant to save you 40% on average to traditional support staff. Practice management to help bring efficiencies to staff hiring, business structure, technology implementation and marketing campaigns.
We guide you in getting your own RIA, offer RIA start-up consultants at your disposal for setting up your own RIA as well as outsourcing ongoing compliance. To keep you on the cutting edge of innovation, we maintain an updated selection of outsourcing services including practice management, marketing and new client programs provided by insurance marketing agencies (IMOs).
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