Here are some of the resources you will have at BAR Financial:
- Full back office support.
- An award-winning wealth management technology platform.
- Flexibility to create your own individual brand.
- A full menu of product offerings to provide best practice solutions for your clients.
- Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
- Competitive independent firm payouts based on the service model you need.
- A turnkey marketing system which includes a library of pre-approved materials and campaigns for client contact, prospecting, and social media posting.