We create multi-faceted delivery structures for independent broker-dealer platforms. We also help clients expand distribution channels through organic growth or strategic acquisitions.
For our clients, we:
- Design channel strategies as well as marketing and client acquisition tactics
- Analyze competitive product sets in addition to fee & payout structures for improved market positioning
- Create new product offerings to compete directly with wirehouse competitors
- Fully integrate producer desktop technologies and back-office/ clearing infrastructure to support wealth management
- Integrate disparate organizations assembled through mergers and acquisitions for consistent customer experiences and broker compensation structures
- Develop centralized servicing & support capabilities to grow direct business
A P&A Case Study of Independent and Direct Self-Service Channels
We can transition your distribution channels into comprehensive wealth advisors with a high net worth focus.
