From: tpi@tpisearch.com
Sent: Wednesday, March 02, 2005 1:38 PM
To: jason@tpisearch.com
Subject: News You Can Use from Turning Point, Inc. Mar v.1
 
A Newsletter for the Friends and Clients of Turning Point, Inc. Mar. 2005, vol.1


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  News You Can Use 

FREE Benchmarking Tools:

Are you interested in comparing your practice to others in your sector of the industry?  At TURNING POINT, INC., we have a strategic alliance with a well-respected firm in the consulting industry, Tiburon Strategic Advisors.  Through them we are able to offer the following FREE industry reports:

www.BrokerBestPractices.com
www.BankBrokerBestPractices.com
www.IndependentRepBestPractices.com
www.FABestPractices.com (Financial Advisors)
www.InsuranceAgentBestPractices.com

By clicking on any of these links, you will be taken to a webpage where you can Preview these reports, take a short survey, and then print the entire report when you're done. It's that easy.

Let's take a look at the Broker Best Practices as an example.  Every financial professional struggles with many issues.  Is your payout what you want it to be?  Are you spending too much time and money on technology?  How many people do you need?  The questions seem unending.  The Broker Best Practices report provides full-service brokers & consultants a forum to get the answers to these questions, compare their business practices versus other full-service brokers & consultants, and learn the best practices in areas such as product use, technology use, marketing strategies, and business economics.

Tiburon's benchmarking tools have grown to include almost 4,000 survey participants, likely making the family of web-based tools the largest ever survey of financial advisors.

Independent reps make up the largest share of the survey participants, accounting for 44% of the total. Tax professionals and fee-only financial advisors follow with 37% and 17% of the total, respectively.

The surveys vary in length from 35-42 questions and the reports, 175-225 pages.  And all of it is FREE! Simply click on the links above to get started and add your voice to the Largest Advisor Survey ever!

Here Are A Few of the Benefits of "Going Independent":

·         Payouts on all your business, including fee based accounts of 90% plus.

·         The opportunity for you, not someone at the home office, to control your bottom line and the profitability of your practice.

·         The opportunity to build related businesses such as insurance, qualified plans, or trust companies, and keep those revenues.

·         The opportunity to eliminate your clients' perceptions of conflicts of interest with research departments and corporate finance groups - TRUE OBJECTIVITY.

·         The opportunity to charge and keep substantial fee income for planning, analysis and other services to your clients.

·         The availability of technology that is as good or better than anything you have now.

The list goes on...

If you know someone who might be ready to go Independent, please have them visit www.goingindependent.com (go to our Opportunities section and click on Hotjobs) or contact Mitch Vigeveno directly at 727-725-8876.

This month's Registered Representative Opportunity:

For over a quarter century, this firm has been the preferred partner of top producers in their journey toward success. Driven by their passion for excellence, this BD provides them with everything they need to make their voyage of independence a rewarding one, including: 

Investments/Research: Whether you manage your client portfolios yourself or hire a third-party manager, you can make quality choices for your clients at this BD. They operate without any bias or preference for particular products or sponsors. They provide as much or as little assistance as you need, whether it's helping you analyze a current portfolio, create a proposal, or provide some industry pricing standards. If you just want your business processed flawlessly, they're great at staying out of your way and getting the job done right.
Flexible platform: This BD offers a supportive environment for their representatives who run a fee-based practice and plenty of advice if you're considering transitioning your practice to a fee-based one as well.
Transition: So smooth, new representatives want to stay in transition forever
Service: World-class service legendary for its warmth, speed, and support
Technology: Industry-leading technology that maximizes your efficiency and productivity Practice Management: At this BD, they have long realized that their representatives are more than financial professionals. They are also business owners. Wearing both hats effectively can cause a lot of stress or discomfort. When you join this BD, you truly enter into a partnership with a broker/dealer that is committed to helping you build a strong, thriving practice. We have several departments ready to assist you: Practice Management, Marketing, & Compliance.


Turning Point, Inc.
405 2nd Street South
Suite A
Safety Harbor, FL 34695
(727) 725-8876
(727) 669-8263 (fx)
www.tpisearch.com
tpi@tpisearch.com

Here's some additional information from Turning Point, Inc...

TURNING POINT PLACEMENTS!
Congratulations to Joe L. who recently made the switch to Securities America!  We hope you'll be very happy with your new affiliation!

TURNING POINT in the MEDIA!
Mitch Vigeveno of Turning Point, Inc has been quoted in several articles in 2005 (including Investment News and Horsesmouth.com).  Please visit our Media page to read what Mitch had to say!

TURNING POINT PARTNERS:
Are you getting the most out of your business?  Are you operating at peak efficiency?  How about your marketing, your compliance,  or your HR?  We have some friends who can help you out.  Just visit our Partners section in our website for links to a variety of services that are helpful to building your business!

Quote of the day:
"The greatest obstacle to discovery is not ignorance - it is the illusion of knowledge."
Daniel J. Boorstin (b 1914)

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