New Broker Value Proposition

Ukraine flagChange is always difficult.  To make a prudent decision about making a change, you have to analyze your current situation and the new opportunities that come before you.  Joining an independent brokerage group has many opportunities but requires that you make changes that, for the short term, will probably take you out of your “comfort zone."  Keep in mind that a career is a long-term investment.   If you think that independence is right for you, remember ………you will never learn to swim if you don’t jump in the water.

Being an independent broker means having the potential for increased payouts and control of your destiny.  But don’t do it until you know you are getting the kind of support and business tools that you need to succeed and reach your goals.   It’s worth a call to us to discuss the concept and see if this is the best opportunity for you.

A key thing to consider is the support system at a potential new firm as well as the technology and product selection they offer.   Gold Leaf Financial, in collaboration  our broker/dealer, Sigma Financial, Inc. and Sigma Planning Corporation, recognize this and know it is a basic element to your success.  We seek to control the rising costs of business that are unavoidable in our industry, e.g., technology, compliance, business development, business succession planning, and more.  We even have a Planning Department to help you to develop plans and solutions for your clients and save you time.  Our goal is a win-win with you.  We recognize that we win when you are successful in meeting your client’s needs, building your practice, and increasing your revenues.

Also, we are in the process of developing a plan in which the members of our team will have the opportunity to own equity in Gold Leaf Financial. You will not find that at much of our competition. 

The possibilities are only limited by your imagination.  You owe it to yourself to explore this opportunity.

If this is something that you would like to explore, call us at 855-869-2500 x 222 or send us a message from our contact page.   We will be glad to share our experience in a no-obligation conversation with you.