cross-search-yt-header

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

Advisor Independence, What Does That Mean Anymore??

By Jodie Papike | June 8, 2024

Welcome to Cross Search. I’m Jodie Papike. Today, there was an article published by Tobias Salinger in Financial Planning magazine that we happen to be quoted in that I thought was just an amazing read. It’s about advisor independence and what the term independence means in today’s financial services industry. We’ll put a link down…

You’ve been termed now what

By Jodie Papike | May 3, 2024

Jodie Papike (CEO of Cross-Search) discuss the best action to take for an advisor who just got termed from their Broker Dealer. Below is a transcript of the video. Welcome to Cross Search. I’m Jodie Papike. As I’ve mentioned before, the goal of these videos is to really help advisors for a lot of different…

Stop Wasting Time

By Jodie Papike | April 22, 2024

Welcome to Cross Search. I’m Jodie Papike. The goal of this blog has always been to be able to bring real-life situations that we experience with advisors that we’re working with to you, our audience. And today, I’d love to chat about what has come up over and over and over again with advisors, honestly,…

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 Cross-search.com 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…