At BAR, you will find:
- A service model that combines the hands on support of a smaller firm with access to the deep institutional resources of a large broker-dealer.
- Proven resources to help accelerate your growth and focus on your profitability.
- A supportive team in contact with you often and devoted to your continuous success.
- Freedom to determine your own revenue model and to select wealth management solutions that work best for you.
- Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
- Access to resources for financial assistance to enable your own practice acquisitions.
- An award-winning wealth management technology platform.
- A turnkey marketing system, which includes a library of pre-approved materials and campaigns for client contact, prospecting, and social media posting.
But don’t take our word for it…
Majdah alQuhtani - Advisor