DYNAMIC BUSINESS MODELS

  • Flexibility
    • Commission flexibility – advisors can change their comp every 90 days to meet their market dynamics
    • Set up your business and branch in your vision, for your style, and your markets

 

  • RSB – The P&L Branch Model
    • Retain YOUR profits
    • Leverage a la carte corporate support
    • Ownership of branch P&L
    • Branch autonomy
    • The branch covers most expenses
    • Plug-N-Play

 

  • The Traditional Retail Model
    • Corporate covers most expenses
    • Plug directly into:
      • Operations
      • Compliance & Risk
      • Marketing & Technology
      • Licensing
      • Finance & Accounting