Changing Broker/Dealers – Advisory Services from SII Investments

The financial services industry is constantly evolving. Technology and the media provide a wealth of investment information 24-7. Today’s investment client is better informed, expects more from his/her representative, and desires a level of control and active communication far greater than in years past. As a result, today’s financial advisors must shift his/her focus from product-driven discussions to comprehensive advice and concentrate on the process of investing. However, these new demands offer an excellent opportunity to solidify client relationships while converting commission-based business to a fee-based environment.

If you’re looking for a consistent, predictable income or wish to guard your earnings against declines in product commissions, incorporating fee-based agreements into your financial practice may be the solution. Let SII Investments help you build recurring revenue and increase the overall value of your practice by making the move to managed assets.

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An online institutional money management platform providing timesaving technology, integrated efficiencies and intelligent tools for financial advisors who act as asset managers. Gain unprecedented access to carefully chosen World-Class Strategic and Tactical mutual fund and ETF strategists from the most well-respected asset management firms around the globe with this investment management platform.