Independent Financial Services Broker Dealer
Money Concepts... your last Broker Dealer
Your Straightest Path To Success!
It has been proven that the easiest way to recruit new associates is to carefully show them the difference between Money Concepts and other Broker Dealers.
New recruits appraise Money Concepts as the best kept secret in the Wealth Management Industry. Turnkey business systems and family atmosphere help them attain higher business and personal growth.
- The value of your business is judged by the Return on Your Invested Time (ROIT). Our Financial Services Business System scales your time by delegating your low value activities to us.
- Our marketing systems and procedures have been proven successful and efficient over time.
- A Technology Suite streamlines both your operations and client relationships.
- Money Concepts University provides proven wealth concepts for your clients and refined practices for your business.
- Best of all and praised by our associates is the family atmosphere among associates and staff. You inherit a large family of successful professionals who practice our “Culture of Sharing” their expertise and experience with you.