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Financial Advisors: Stop Thinking You Need To Set Up Your Own RIA!

Financial Advisors: Stop Thinking You Need To Set Up Your Own RIA!

In this video, we discuss why starting an RIA may not be the right move…
The Real Private Equity Effect On Financial Advisors.

The Real Private Equity Effect On Financial Advisors.

Private equity is rapidly changing the wealth management industry… but is it actually benefiting financial…
moving firms
Financial Advisors: Take These 5 Crucial Steps Before Moving Firms!

Financial Advisors: Take These 5 Crucial Steps Before Moving Firms!

Thinking about moving to an independent broker-dealer or launching/joining an RIA? Your success hinges on…
Your Firm Just Sold. Now What?

Your Firm Just Sold. Now What?

Your Firm Just Sold. Now What? A Practical Guide for Financial Advisors Navigating Consolidation The…
Skip navigation Search Create Avatar image Going Independent: A Roadmap For Financial Advisors
Going Independent: A Roadmap For Financial Advisors

Going Independent: A Roadmap For Financial Advisors

The meaning of “independent” in wealth management has evolved. It’s no longer just about leaving…

Cross Search has helped me through two transitions to new Broker Dealers. Both times they found a perfect match for me. I would still be with the first firm had I not moved across country. When that happened, Cross Search quickly found firms that matched my personality and preferences, giving me the opportunity to choose from the best without having to sift through the rest.

Charles J.

Jesse, things are going great! I should have done it years ago. I can't thank you enough for your help in finding me a new home, I am forever grateful! Thank you again.

Frank

odie is awesome. My practice is growing so I was trying to find the right Broker Dealer for my clients and me because my clients deserve the best experience I can give them. Jodie went to work and found me the best firm I could possibly have imagined. She did all the research, side-by-side comparisons, pros and cons and sometimes just let me vent. She was an encouraging voice on the other end of the line that was always there when I called. You earned that steak dinner Jodie. Thank you for everything. Thank you for all of your hard work.

Adam P.

Cross Search was an absolute pleasure to work with. They managed to turn a potential disaster into an amazing success in an extremely efficient and professional manner. Their follow up and concern with results is magnificent. I would wholly endorse Cross Search for anyone interested in taking the next step in his or her career.

Christopher J.

Larry has been more influential on my career in the securities industry than any other person. Helping me thru several broker dealer transitions and most of all by being my always-there friend since 1982.

Richard F.

I can't speak highly enough of Jodie's work. I wasn't planning on needing a recruiter 5 years ago but events led me to her and the outcome was a miracle. She's on top of her game. Her network and knowledge of the brokerage industry are wide and deep. Her people skills are exceptional. If you are searching for a new BD, start your search with Jodie.

Gary S.

Thank you so much for all your effort, guidance, advice and most of all unwavering support. You came through for me in a big way.

Lars R.

I can't thank you enough. You have made a huge difference in my life. I will forever be grateful. My new broker dealer couldn't have been a better fit!

Mindy M.

The Latest from the Blog

Stop Thinking You Need to Set Up Your Own RIA
Stop Thinking You Need to Set Up Your Own RIA

Stop Thinking You Need to Set Up Your Own RIA

One of the biggest misconceptions in the financial services marketplace is the idea that if…
The Private Equity Effect: What Financial Advisors Need to Understand Before Joining a PE-Backed Firm

The Private Equity Effect: What Financial Advisors Need to Understand Before Joining a PE-Backed Firm

Private equity has become one of the biggest forces reshaping the wealth management industry. Over…
Title: 5 Essential Tips for a Smooth Transition to an Independent Broker-Dealer or RIA

Title: 5 Essential Tips for a Smooth Transition to an Independent Broker-Dealer or RIA

Thinking about moving to an independent broker-dealer or launching/joining an RIA? Your success hinges on…
firm just sold, now what
Your Firm Just Sold. Now What?

Your Firm Just Sold. Now What?

If your firm just sold—or you’re worried it might be—this guide will help you assess…
Independent
Going Independent: A Practical Roadmap for Financial Advisors

Going Independent: A Practical Roadmap for Financial Advisors

The meaning of “independent” in wealth management has evolved. It’s no longer just about leaving…
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