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 Michigan Financial Companies 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 Michigan Financial Companies 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:
Customized Marketing Support |
Financial Planning Services |
Insurance Services and Specialists |
Employee Group Benefits |
Retirement Planning Consulting |
Cutting-Edge Technology |
Business Continuity, Acquisition, & Succession Planning Support |
and Much, Much More! |
We take pride in being your go-to resource!
In just 30 minutes, we can have a confidential conversation about building the practice of your dreams. Reach out via phone or email, and we’ll schedule a chat. Thank you in advance for your consideration, and warmest regards.