Our Advisors Know They Made the Right Move
Our Recruiting Team is the Open Front Door to ProEquities. Their job is to invite you in, spend time getting to know you and you to know us, allow time to consider both the facts and the intuition, and then make the decision about if the move is a right fit – both ways.
The Transition Work is not static. It is personal and communications are ongoing. That personal touch is what will leave you smiling. You’ll wonder what you were worried about!
Our ProEquities staff keeps tabs on how things are going down the road. Operationally. Product releases. Sales ideas. New training classes and webinars. One-on-one coaching. If any issues arise, as with all good relationships, it is thoroughly fleshed out and resolved. Your success is realized.
Let the successful relationship we have held tightly with many encourage you to Make your move the right
*Average annual retention rate of 97% for each of the last 10 years for advisors with a minimum GDC of $150k through 4Q16.