Beacon Investment Solutions
be part of our team
benefits of being a part of an
services firm can be bountiful.
Through our associated
broker/dealer, you have access
to securities products with no
"house brands" to sell, the
potential for an increase
compensation and the freedom of
owning and operating your own
business at your own pace. But,
embarking on a new venture can
sometimes be overwhelming,
regardless of how successful you
are in the financial industry.
A relationship with our office can provide you the benefits of being an independent financial professional, combined with access to the support of a well-rounded team who can help you make the best decisions for your business. We help our financial professionals:
⦿Learn about the numerous financial products, and their valuable features, available to you through our broker dealer.
⦿Review client cases and select new strategies which may improve your clients' current situations.
⦿Address start-up issues and business analysis.
⦿Learn how to own and operate your own business as opposed to being an employee.
⦿Maximize the benefits of new technology and software as it becomes available.
⦿Develop new professional and client relationships.
In addition, we provide new associates
⦿A network of in-house professionals including CFPs, CPAs who can help you provide first-class case reviews.
⦿Referral opportunities leveraging established relationships with CPAs, estate attorneys, and other important professionals in your community.
⦿Potentially higher compensation.
⦿Successful marketing programs and support.
⦿Helping you manage the liability associated with an independently-owned office.
⦿Recruiting assistance for individuals who want to start their own branch.