- On June 26, 2017
- We help you to open your potential®
We registered the trademark open your potential® because when you open one of our “solution boxes” you open your potential. For Breakaway Brokers we help you open your potential by sharing the potential of the independent platform, and the model and firm options that your potential, and that of your practice, can best be fulfilled.
- Experienced experts
We’ve helped more than 1,000 advisors of all shapes and sizes with both W-2 and independent recruiting transitions over the years. We’ve been around the block and know advisors are looking for more than just an introduction. We believe in the consultative, supportive, advisor advocate model because it works and it’s what our advisors prefer.
- Consultative model
We don’t represent firms, we represent you the advisor. We’re not a “salesperson” for a single firm who tries to make you fit into a firm regardless if that’s the best decision for you. Advisorbox believes in a more “fiduciary approach to recruiting” that is, we take the time to find out about you and your practice, what your goals are, preferences, platform needs, and how your retirement horizon impacts recruiting decisions made today. It’s only then that we can be effective in consulting with you about the models and options to consider and compare.
- Support from beginning to end
Advisorbox supports advisors from the beginning to end of the recruiting lifecycle. From the initial consultation conversations, to the first phone calls and meetings with firms, through the due diligence process, offer, protocol, and transition process we’re there every step of the way to assist in a fulfilling and rewarding process.
- Advisor advocacy
Advisorbox offers the best of both worlds to advisor recruits. We advocate for you but bill the firm. Recruiting has become so competitive that a quality advisor with a quality practice will have all quality firms competing for them. The financial firms who are industry leaders in recruiting are happy to pay our fee for introducing advisors and appreciate the value our advisor advocating brings to the recruiting process. There are multiple “right” decisions an advisor can make in which firm they join or affiliate with. Our goal is to help put the advisor in the best possible position and situation so you can make that right decision for you.
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