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Customized Solutions & Support
The most commonly asked question we receive from prospective Investment Professionals is "What makes J.W. Cole Financial different from the competition?"
The difference is that J.W. Cole is committed to all of our professional collaborations. We recognize that every practice is different, each situation unique. If you are considering a move to J.W. Cole Financial, you will receive a CUSTOMIZED SERVICE AND COMPENSATION PACKAGE. You will communicate directly with one of the principals of our firm in order to make sure that no stone is left unturned. We work the numbers to meet your goals. So, all the specific details and the potential impact on your practice have been openly discussed and mutually agreed upon when you sign on as part of the J.W. Cole family.
Customized Service
With practices varying so greatly, J.W. Cole believes it is essential that we be able to vary the level and breadth of service that is necessary to support you in a manner that is meaningful to you. From finding a workable paperwork flow to developing service solutions to supporting an Investment Advisor who has their own RIA, we understand your distinct and individual needs and are willing to provide you with your own customized service plan. Getting to know you and giving you the tools and support you need is what we are all about.
Customized Compensation
Many factors should be considered when offering a compensation package to an Investment Professional. Most broker/dealers do not do that and simply plug recruits into an advertised payout grid.
There are two essential problems doing this:
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An Investment Professional does not leverage his/her true revenue power with a new broker/dealer and could lose out on a potentially higher payout.
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An Investment Professional discovers
that after joining a firm there are additional, unknown or unaccounted
for, fees and charges that could have a significant negative impact on
this advertised payout grid.
If you are seriously considering changing firms, we invite you to explore our customized compensation packages, which are above industry standards. At J.W. Cole, we will take an in-depth look at your practice, factor in all of the potential points of revenue and customize a compensation package that is fully disclosed and built just for you.
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