Broker Dealer Profiles 2018
Take Charge Of Your Destiny
Choosing the right broker-dealer is one of the most important business decisions you will ever make, and is not something that should be decided for you. If you’re not happy with recent broker-dealer changes made for you, give The Investment Center a call. For more than 30 years, our singular focus has been our advisors success. Discover our difference:
Seamless Transition
There is no other Broker-Dealer in the industry that understands and supports you more in the transition process than The Investment Center. A dedicated team will guide you through the three-stage process, tailoring each step to your needs.
Unparalleled Service
Our deliberate approach to growth has allowed us to maintain a “small firm” feel for our advisors. Our staff to advisor ratio is one of the best in the industry, allowing us to keep response times to a minimum. Regardless of the reason, you’ll be able to speak to a person who has an understanding of your business and the ability to respond to your need accordingly.
Award Winning Coaching Program
The award winning Advisor Marketing and Practice Management Program (AMP) is a customized coaching program designed to drive accelerated revenue growth. Advisors on the program have experienced significant growth along with an increase in practice efficiency.
Product Solutions for Everyone
We give our advisors the ability to build a more agile, responsive practice by offering a full suite of non-proprietary, integrated products and services, including an RIA platform providing flexibility through a wide selection of exceptional solutions.
Innovative Tools & Technology Our Technology
Team members attend leading fin-tech events and meet on a regular basis to ensure our advisors have the latest technology available to them. We work with our technology partners to provide the training on effective use of the tools, as well as home office support on integration. In addition to the technology team, experts in cybersecurity meet regularly to help protect our advisors, and their clients’ data.
Women Advisor Group
The Investment Center, Inc. has made a commitment to foster an environment of support and success for female advisors. We created a Women’s Advisor Group to encourage peer-to-peer mentorship, cultivate a sense of camaraderie, share best practices, and help with succession planning. The Women Advisors Group is empowering its members to achieve their business goals through regular meetings, conference calls, and an annual 2-day educational conference.
Advisor Relationship Manager
Recognizing the importance of a personal touch when it comes to relationships with our advisors we developed an Advisor Relationship Manager (ARM) role. The ARM’s goal is enhance our advisor satisfaction, help with peer-to-peer mergers-and-acquisitions, and succession planning.
Make the Right Move Today
Don’t let your destiny be chosen for you, call us today and discover how our award winning tools and initiatives, coupled with unparalleled one-on-one service, will makes The Investment Center the only partner you’ll ever need.
CONTACT: Nicole Johnson, Director of Recruitment | The Investment Center | [email protected]
www.investmentctr.com/fa | 1420 Route 206 North, Suite 210, Bedminster, NJ 07921 | 888.868.4808