Grove Point Financial
2440 Research Boulevard, Suite 500
Rockville, Maryland 20850
Grove Point is an independent broker-dealer and registered investment advisor platform that specializes
in personalized advisor-focused service. Led by accessible leadership and driven by a diverse community
of financial professionals, it provides the technology and financial solutions that help advisors grow.
Find the Best Broker-Dealer/RIA Partner for Your Practice
January 01, 2023
Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.
- How to identify your critical decision factors
- Analyzing a broker-dealer/RIA’s technology offering
- Understanding why cultural fit is crucial to your success
- Evaluating a B-D/RIA’s investment products and financial planning support
- Assessing a B-D/RIA’s prioritizes and long-term outlook
For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050