Want to Leave Your Broker-Dealer? New Book Shows How
December 08, 2009 (PRLEAP.COM) Business News
[Boston] Registered representatives considering moving their practices into the independent channel can receive a free, no-obligation copy of the new book, Going Independent, by Cantella & Co., Inc., a full-service broker/dealer.The 48-page book contains objective information designed to help financial consultants make an educated and logical decision when determining if the independent channel is the right choice for their practice. For those who think independence may be right, the book contains information on how to select the broker-dealer that best complements the individual's or group's business needs as well as advice on how to best leave one's broker-dealer. All requests for copies of Going Independent are kept confidential.
Going Independent guides representatives through the process of selecting and opening a new office and hiring staff to maximize profitability. Some of its highlights include in-depth information on clearing and advisory platforms, a "Getting Started" worksheet covering the basic expenses of running an office, an overview of license-transfer fees and advice on how independent advisors can find affordable health insurance.
"Most financial consultants consider the possibility of 'Going Independent,' but the industry lacks objective resources to help them make a logical decision that is best for them and their loved ones," says Jim Freeman, National Sales Manager at broker-dealer Cantella & Co., Inc. "Being a business owner is not right for everyone. This book takes financial consultants through the many steps they need to make the right decision for their future. Any financial advisor considering becoming independent has a lot to gain and nothing to lose by reading this book."
Cantella & Co., Inc. is a national broker/dealer established in 1952 by Vincent Cantella, former Chairman of the Board of Governors of the Boston Stock Exchange. It offers representatives the ability to carry accounts through four NYSE member clearing firms and a simple 90% payout formula for most branches.
To receive a free, no-obligation copy of Going Independent, financial consultants should contact: Jim Freeman or Todd Micklovich at: 800-333-3502. To request a copy of the book online, please visit: www.cantella.com. All requests are kept confidential.
Cantella & Co., Inc., member FINRA/SIPC
2 Oliver St., Boston, MA 02109. Tel: 617-521-8630 / 800-333-3502 / www.cantella.com.