Does your dealer make life easy for you or is its definition of support red tape, bureaucracy and the word “no”?

Can you be a true fiduciary at a dealer that focuses solely on publicly traded securities with no accessibility or support on private asset classes?

Are you building monetizable equity in your dealer and do you receive meaningful annual dividends?

As a partner owning a piece of the dealership, you can help shape your organization with your clients’ best interests at the forefront, while building wealth for you and your family rather than corporate executives and outside shareholders. At an entrepreneurial, fast paced organization, nothing is out of bounds. If this sounds refreshing, then this guide is for YOU