Growing a practice can require time, education, and effort. The value of an Office of Supervisory Jurisdiction (OSJ) should be to guide you on a path towards growth, while embracing an ever-changing regulatory environment. Branch Development Partners believes exposing yourself to new ideas, practices, and investment solutions will help you evolve with the industry and your clients' needs.
The switch doesn't have to be so hard. We make it easier.
We offer the personal relationship representatives need – but don't always receive – when they affiliate with a Broker Dealer. We are the first point of contact for our financial professionals, no matter the question or conflict. Additionally, our branch has access to Securities America’s esteemed Gold Star Team, traditionally reserved for the very top producers across the firm. This support team is able to navigate the most complex topics and scenarios.
Unique to this industry, Branch Development Partners supports representatives and advisors in the areas that are most important to managing and growing a practice. Whether that’s a prompt resolution to your questions, hiring or managing staff, marketing consulting, or advanced case design, think of our team is an extension of yours.
Cutting edge technology
You’ll gain access to industry-leading technology proven to reduce paper burden, save time and money, and make it easy to conduct business from anywhere. Our standard technology model includes online access to all documents and accounts, integration of client data for reporting, financial planning, the ability to submit paperwork digitally, online tracking of business submissions, and much, more. For financial professionals who are not especially comfortable with our standard model, we will work within our means to create a simple and efficient process for conducting business.
Flexible and robust wealth management & advisory solutions
We understand a one-size-fits-all asset management approach can limit your ability to create customized plans for your clients’ needs. Whether you prefer to choose from the hundreds of approved Third Party Managers, or you take the do-it-yourself approach, we are proud of the options available to our financial professionals. We also understand the importance of insurance products within a comprehensive financial plan. Our one-of-a-kind partnership offers insurance and annuity expertise and case design for financial professionals and their clients who are looking for safety and guarantees.
Top-producing practice management
Our Business Coaching and Consulting Team offers their expertise to those just starting their careers and those who are preparing to ride off into the sunset – as well as everyone in between. Our programs offer something for everyone, including business consultations, coaching and mentoring services, human resources support (including our popular MyAssistant virtual assistant program!), assistance with succession planning and preparation, and practice acquisition services.
Next level marketing support
Branch Development Partners believes each and every financial professional should have the “essentials” when it comes to marketing. This includes complimentary business branding for every financial professional in need of this service. We also offer affordable tools to automate your email and social media marketing. For a sneak peak of what we can do for you in the marketing space, click here!
Advisor Resources
Over the last 30 years, we have helped representatives navigate their careers. Whether it's growing your practice, selling your practice, structuring the deal, or arranging financing, we are at your side.