Growing a practice can require time, education, and effort. A successful Office of Supervisory Jurisdiction (OSJ) should be able to guide you on a path towards growth, while embracing compliance. 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. Perhaps most important, we recognize that each practice is run differently, and we tailor our services to fit your needs. We'll help you break the mold by embracing your practice for all that it can be.
Unique to this industry, Branch Development Partners intimately understands the dynamics of your client's objectives. Our reps take comfort knowing they always have the best options, no matter how diverse.
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, or trading, the ability to submit paperwork digitally via scanning or faxing, online tracking of business submissions, and much more. For reps 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
We understand a one-size-fits-all asset management approach can limit your ability to tailor plans to your clients’ needs. Whether you want to choose from the dozens of approved Third Party Managers or prefer the do-it-yourself approach, we are proud of the options available to IARs. Making the switch to a fee-based advisory practice, but don’t know where to start? The JumpStart Advisory coaching program is designed to walk you through the process of transitioning assets from a retail or commission-based practice to a fee-based business model.
Top-producing practice management
Top-Producing Practice Management – Practice Management spans from those just starting their careers to those who are preparing to ride off into the sunset – and everyone in between. Our resources offer something for everyone, including business consultations, coaching and mentoring services, human resources support, and assistance with continuity and succession planning.
Next level marketing support
Whether it’s a new website design, content for your social media accounts, or a fully developed marketing plan, our experienced marketing team is available to support your practice and set you apart from your competition. We offer complimentary services and resources to create a solid marketing foundation, as well as customized design support to take your marketing strategies to the next level.
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.