Making a decision to change Broker Dealers is a difficult choice. The reason advisors change firms is broad and we understand it can be stressful and very time consuming. But after the transition to R.F. Lafferty & Co., our advisors say it was the best career move they could make.
Transition: We have a full transition team that takes the reigns and makes sure your move is as smooth as possible. We find many times representatives are suprised to see how thorough we are. We think of everything to make sure your business and your clients are given the utmost cared during this transition period.
Implementation: During the transition period we work with you and your clients to understand the programs that you will need access to. They are user friendly and also quite robust. The learning curve is short and you have access to multiple products. This affords you the ability to pick the products that are best for you and your clients. There are no product or technology costs for your clients or fr our representatives.
Support: All along R.F. Lafferty & Co. understands that you need to grow your business. That is why we sponsor events throughout the year and attend conferences that give you the oppoprtunity to meet prospective clients. This is all done at "no cost" to our representatives as this is our investment in the firm and our producing brokers.
We look forward to talking to you about R.F. Lafferty's employment opportunities.
Contact Robert Hackel at rob@laffertyny.com or 212-293-9090