Recruiting Tools

Business Launch System

FP Transitions offers its Launch Pad Program to broker-dealers looking to attract new talent. The Launch Pad provides the tools and information that recruits need to be successful in setting up and running their new business. Many investment professionals have an interest in becoming an independent business owner, but are not sure where to begin. The Launch Pad Program is designed to provide those individuals with the guidance they need to successfully start their new business on the right foot. Through simple, practical advice and guidance, a 120+ page manual, and hours of consulting time, FP Transitions walks investment professionals through the steps involved in going independent.

The Launch Pad Program has a flat-fee of $2500 per investment professional.

Webinar/Presentations

For many broker-dealers looking to attract top talent, providing information about the state of the market and value for independent business owners can be a great way to provide useful and relevant information. As a part of the Corporate Program offered to Pershing affiliated broker-dealers, FP Transitions will assist in the delivery of this message through co-branded webinars or presentations at little or no cost to the broker-dealer.