As for the overall growth plan, Goldberg seems to have a five-year schedule in mind. He states that his goal is to be the largest independent broker-dealer within three years. Yet when asked to elaborate on those quantitative goals, he stops himself, and rephrases his outlook. "Our goal is to be the best firm in every measure-the quality of our financial advisors, the ability for the firm to service and support and provide quality service and the ability to facilitate growth of their individual organizations."
For the firm's reps, his strategy is already paying dividends. NCA Financial's Myeroff admits that he has been with the firm since 1986 and learned only recently of many of the services it offers. "In the last 12 months, Royal has added more value to my business than in the last decade-and-a-half," he says.