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!

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.

TESTIMONIALS

"During my recent job search I came in contact with many recruiters, and recruiting firms. Most of the time I would hear from them once, and never again. With Turning Point, Inc. and Mitch Vigeveno it was different. I really felt from the beginning that Mitch was really working for me and trying to find opportunities that would match my skills and abilities. He contacted me regularly and often, and kept me informed about every new opportunity. In the end, through his efforts we landed a great executive position, with a tremendous firm. Thanks Mitch, my family and I appreciate everything you did for us!! " 

James A. Childress

AIG Advisor Group

"I've used Turning Point for several years and know my needs will be placed first. I've always found it easy to work with the company as they're accessible, responsive and professional in every sense of the word. I'd be hard pressed to consider using any other firm." 

Jack Wolff, Branch Manager

Securities America