Simplify first, then Grow your Practice!
Whether you are looking for the opportunity to,
- Experience a superb OSJ, supervision, and compliance support team focused on protecting your practice and removing obstacles
- Leverage on our reliable operational and problem-resolution team
- Enjoy highly streamlined new business processing and monitoring
- Ease your fiduciary burden through Securities America's open architecture, allowing you to recommend what is truly best for the client
- Make excellence look effortless through our well integrated best-of-class planning, CRM, insurance, and investment platforms
- Enjoy Ladenburg Thalmann's industry renowned Practice Management coaching, as well as the coaching and mentoring from your local practice manager
- Lower your overhead and headaches by sharing facility infrastructure
- Do away with politics
Revival Wealth is here to help!
Execute a State-of-the-Art Personalized Transition
Transition to a new broker-dealer and/or practice can be challenging. It takes careful planning and time. Beware of any one is telling you otherwise.
- Securities America, our primary partner in your transition, and Revival Wealth understand that it is a big job to move your practice and your clients. We are committed to taking the necessary steps to ensure your transition is as seamless and easy as possible.
- You will be provided with an SAI personal transition consultant to work with you, coaching you on the best practices that fit your specific situation and your local market.
- You will be able to take advantage of our state-of-the-art paperless on-boarding system to streamline your move.
- Optional on-site transition planning, education and support for qualifying advisors
Every effort will be taken, working with each and every advisor, to ensure the best experience possible.
Enjoy the perks of a Top Producer Group!
By joining our practice, you will,
- Become part of one of SAI's top producer groups
- Gain immediate access to like-minded individuals within a small community, further enhancing your ability to excel.
- Enjoy access to our SAI GoldStar dedicated support desk
- Reap the rewards of our already negotiated lower platform fees
Our Partners
Partnered with the best in the industry to provide our clients with a state of the art experience.
Our Elements of Distinction
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Process
We are focused on you. We simplify, integrate and consolidate every aspect of your financial plan.