Cross-Search Vlog

Cross Search is the first third party independent broker dealer recruiting firm, established in 1989. Cross Search is a family-run and owned, relationship based business whose success hinges on our clients' trust in us and a solid reputation in the broker dealer community. We have unmatched experience in the marketplace with more than 30 years solely focused on the independent broker dealer space. We created this channel to deliver timely industry news, trends and topics we feel are relevant to advisors.

Latest VLOGS

Financial Advisors, Transitioning To A New Broker Dealer Is Easier Than It Used To Be!

By Jodie Papike | March 22, 2024

Today, I wanted to chat a little bit about the transition process for financial advisors. And I wanted to give a little background on the transition process and what advisors can expect. And for advisors that haven’t transitioned in awhile, the bad news is that There are no more block transfers, haven’t been block transfers…

Financial Advisors considering working with a 3rd party recruiter – Choose wisley

By Jodie Papike | March 1, 2024

In our last video, we discussed why it’s so important for an advisor when they’re considering making a broker dealer or RIA change to find a really quality third-party recruiting firm to help them in. Today I wanted to dive in a little bit deeper and talk about how an advisor can interview a third-party…

LPL Financial Acquiring Atria Wealth Solutions, 2,400 Advisors Impacted!

By Jodie Papike | February 14, 2024

Welcome to Cross Search. I’m Jodie Papike. Yesterday, it was announced that LPL will be acquiring Atria Wealth Solutions. That consists of 2,400 advisors at seven broker dealers. And those seven firms are Cuso, Sorrento Pacific, Grove Point, Cadaret Grant, Next Financial, SCF Securities, and Western International. We have seen a tremendous amount of consolidation…

Why Financial Advisors should Use A 3rd Party Recruiter When Changing Broker Dealers.

By Jodie Papike | February 9, 2024

Why Financial Advisors should Use A 3rd Party Recruiter When Changing Broker Dealers. Jodie Papike from discusses the importance of using a 3rd party recruiter if you are an advisor looking to change Broker Dealers or RIA’s. Below is a transcription of the video. Welcome to Cross search. I’m Jodie Papike. Today I want…

Who Is The Best Broker Dealer?

Best Independent Broker Dealer

By Jodie Papike | December 13, 2023

Best Independent Broker Dealer? There is no such thing…. I get asked all the time who the best broker dealers are. The truth is there is no way to answer that question without lots of context about the question itself. Trade publications try to label “the best” by ranking firms by their size. While size…

Financial Advisor, Transitioning to a new BD or RIA

By Jodie Papike | November 29, 2023

3 Crucial Steps to Avoiding a Disaster In the 2023 J.D. Power Financial Advisor satisfaction study, Craig Martin, executive managing director and head of wealth and lending intelligence at J.D. Power said “Right now, many advisors are starting to question whether their firm is committed to providing them with the support and resources they need…

Independent Broker Dealer vs. RIA

Independent Broker Dealer vs. RIA

By Jodie Papike | November 7, 2023

Which option is right for you? The definition of Independence in the Financial Services industry has changed significantly over the years. Advisors are looking at what level of Independence suits them and their business best. While there is frequent discussion about advisors setting up their own RIA, that model is not suitable or advantageous for…

Considering tucking into an OSJ? Tips to avoiding potential ugly truths

By Jodie Papike | October 26, 2023

The term OSJ or “office of supervisory jurisdiction” is commonly used in the independent broker dealer space.  It represents a series 24 licensed advisor that can supervise other advisors.  An OSJ can offer a variety of benefits that could include office space, access to a sales assistant, access to other successful advisors, help with growing…

Transition Money

By Jodie Papike | October 13, 2023

Who’s offering it and should you take it? In almost every conversation I have with advisors these days, the topic of transition assistance/up-front money comes up. How much is being offered? Who is offering it and what strings are attached to it? There is no question, more capital is being offered, to transitioning advisors, than…

Broker Dealer Acquisition Types

By Jodie Papike | October 11, 2017

Broker Dealer acquisition types Vlog 10/6/17 It’s no secret broker dealer consolidation has continued at a rapid pace in 2017. While much has been said about why we are continuing to see consolidation, it’s important for advisors to understand mergers are not one size fits all. Here are the most common types of acquisitions, listed…