PICTURE
YOURSELF
HERE
your individuality
Large broker-dealers and wirehouses succeed when everyone looks the same, uses the same tools and serves their clients the same way.
ACQUISITIONS STIFLE INDEPENDENCE
Mergers & acquisitions have become the norm in our industry, forcing financial professionals into work environments they didn’t sign up for.
When behemoth broker-dealers or wirehouses acquire smaller players, independent financial professionals like you lose.
You lose the technology you know and love.
You lose the freedom and flexibility to make the best decisions for your clients.
You lose your voice in a sea of red tape and organizational roadblocks.
You lose time with clients to project management and admin challenges.
You lose your independence.
But you’re not stuck–there’s another option to get you back to working at the small, personal firm you know and love.
Small Firm Agility with Big Idea Energy
If you’re used to hearing ‘no’ — or nothing at all — from your wirehouse, broker-dealer or enterprise firm, take a second to imagine: What if the answer was ‘yes’? What if you could call someone with a question and get an actual answer, rather than wasting your time on phone tag?
At Silver Oak, your spirit fuels us, and we’ll never close the door on your new idea. We’re driven to empower you to do what you think is best for your clients, which means bringing together all the flexibility, innovation and independence of the RIA world with the robust marketing, technology and compliance resources that traditional broker-dealers provide to create a truly one-of-a-kind experience for you.
PROFITABILITY
ONE-TO-ONE SERVICE
Does Silver Oak sound like the right fit for you?
Get in touch to learn more!
My Firm was Acquired by a Huge Broker-Dealer.
Now What?
Whether your firm was recently acquired or you’re looking for a better cultural fit in your independent broker-dealer relationship, this e-book will help guide you through your journey.
In this e-book, we’ll outline what you need to consider as you evaluate your future broker-dealer relationship and how to navigate the challenges that come with M&A activity.
