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