WORKBOOK

DON'T GET FOOLED AGAIN

Moving from one giant broker-dealer to another won’t solve your problems. There’s a better option.

If You’re Going to Make a change, make a real change

Ditch the same old model for a firm that will help you take your business to the next level.

Giant broker-dealers will promise you the world. They just won’t follow through.
And switching from one behemoth to the next will only waste time for you and your clients. To make a change, you need to make a real change – one that benefits you and your clients from every angle.

At Silver Oak, we do things differently.

Lateral thinking won’t get you anywhere new – but moving forward with a firm like Silver Oak will.

20% MORE PROFITABILITY

Cutting-edge technology

One-to-One
Service

COMMUNITY OF LIKE-MINDED PROS

HIGH PLATFORM
FEES

Outdated 
technology

Poor service and support

Little to no flexibility

Transitioning your clients to a new platform is never easy, but Billy and his team made the process smooth and painless. They’re a tech savvy and forward thinking firm that’s willing to think outside the box. Their regulatory support is second to none, which gives us peace of mind. We have been working with Silver Oak for two years and are happy we joined the team.

Silver Oak is a breath of fresh air for the seasoned high-integrity financial professional. They have not only been very responsive to our regulatory needs, but have looked to find ways to say ‘yes’ rather than looking for ways to say ‘no’ to our marketing needs. They’re always willing to think outside the box and provide us with all the tools we need to be successful.

Connecting with Silver Oak Securities has been one of the best decisions I’ve made in my two decades of being in this industry. The team is experienced enough to provide counsel and nimble enough to adapt so that we can stay on top of client service, technology, marketing, and compliance related matters as our firm continues to grow and evolve.

See How Silver Oak Stacks Up

Don’t just take our word for it – see the Silver Oak difference for yourself. Download our comparison sheet to see how we compete with the industry’s biggest broker-dealers on service, fees, technology and more.

Take the Next Step Forward

Connect with our team to learn more about how we can help your firm transform.