Broker/Dealer Scorecard: Choose the Firm That’s Right For You
Use this tool to make sure you are partnering with a broker/dealer that can truly help build your business.
Partnering with the right broker/dealer is critical to your business success. Making the decision to stay with your current firm or affiliate with a different one may be one of the most difficult, but pivotal decisions of your career. Understand what support and resources are most important for your practice and rate how potential partners stack up with comprehensive scorecard.
Download this scorecard now for a detailed list of criteria to consider. You’ll be able to:
- Assess a potential partner’s technology and tools
- Analyze a partner’s in-house research capabilities
- Understand potential partners’ reputations
- And more…
Make sure you’re equipped to choose the partner that will best help you grow your business over the next several years!
LPL Financial and ThinkAdvisor are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
