How We Will Work With You As Your Financial Recruiter

Turning Point has placed hundreds of FINANCIAL ADVISORS over the last 17 years. During this time we have recruited high caliber, professional stockbrokers, branch managers, financial planners and other wealth management professionals to appropriate broker-dealers (independent as well as regional and wirehouse) , RIAs, banks and insurance company broker-dealers. There is no cost for our placement services to you and all inquiries are kept totally confidential.

We will work with you very much the same way as you work with your clients. The first step is to gather some information. We need to understand your current frustrations, goals, objectives, and the important characteristics you seek in the next firm with which you would affiliate.

Once we have the necessary information, we will search our extensive universe of broker-dealer, RIA and individual branch office opportunities -- effectively do the "walking through the yellow pages for you" - and recommend several situations which will meet your needs. We will discuss these with you and decide from which firms you need more detailed information. These materials can be sent directly to you or forwarded through us if there is a special need for even more confidentiality.

After you have reviewed the information sent to you, we will discuss it with you, answer as many questions as we can, and then introduce you to the executive(s) of the firm(s) where you have the most interest. Throughout this process, our objective is to provide you with the most accurate and appropriate information we can and help you save time so that you can concentrate on your business and your clients.

And as your financial recruiter we will provide that objective sounding board for you and that all important communication link through which sensitive issues and special requests can be funneled.

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