The Dealership Withdrawal Program
The Dealership Withdrawal Program is a solution that offers successful advisors the knowledge, ability and freedom to operate away from their existing dealer.
We created the Dealership Withdrawal Program to address the unbalanced arrangement apparent in many advisor-dealer relationships.
Under the program, bundled services that dealers normally provide are made available separately - and at a lower cost. The advisor is then carefully guided through the steps to safely and efficiently create their own independent registered firm.