What if you could change broker-dealers and actually GROW your business in the process? Popular myth says transitioning to a new firm means lost time and money. However, visionary advisors see transition as a time to strengthen client relationships and increase wallet share by putting the focus on the client. And with a strong branch culture to support you, it’s easier than ever.
Advisors who join Platinum Wealth Solutions of Texas typically keep the lion's share of the clients they want to keep.
Simply put: a transition can bring you more support, more time, and more money.
Affiliating with Platinum Wealth Solutions of Texas is an excellent way for you to control costs, take advantage of new efficiencies, and better manage a state-of-the-art financial services practice. Experience our top-tier personal attention along with the services of a premier Independent Advisory & Brokerage partner (Osaic Wealth, Inc.), where you’ll have access to:
This pairing allows us to provide our advisors with a menu of powerful services, including:
Results-driven practice management and business growth programs
Practice acquisition, contingency planning, and succession planning
Dynamic business processing team and advanced technology systems
True independence in promoting your unique brand with personalized marketing support
Financial planning support unit
Because we get to know you on a personal level, we understand what’s driving you toward the unique and meaningful vision you have for your business. Our high-touch, concierge-level service provides you with measurable results.
We believe you shouldn’t just survive, you should thrive.
Contact Us Today to Schedule a Call
(248) 663-4702
jladner@michiganfinancial.com