Broker Dealer Selection Process:  We gather detailed information on your current situation and discuss what you are looking for in a new relationship.  We then match your needs with the Broker Dealers in our database and review with you the firms that could potentially meet your requirements.  We can obtain materials on the selected firms for you and get the answers you need without divulging your name to any firm.  No one will know you are exploring alternative situations and you will not be bothered by follow up calls from a firm's recruiter.  We will be your advocate in the search process and save you many hours in the process.  Call us first! All of our fees are paid by the Broker Dealer unless you have already contacted them directly. 

If you have  started your search process and would like to discuss the firms you have already contacted on an unbiased basis, we provide consultation for an hourly fee.

Other Consultation Services:  Advisor Answers, along with our other associate partners, would be  happy to consult with you on many other  practice management topics in the financial services field such as business planning, marketing strategies, exit strategies, coaching, staffing, and office set up to name a few.  Call us for details!