Financial Advisor Placement

 

Financial Advisor Placement: 


Financial Advisor Placement Services (FAPS) places only Financial Advisors.  While other competitor firms work with other financial professionals, we feel that our sole focus makes us the best in the  industry.   While other placement firms will "hand off" the advisor to another junior recruiter, everyone who does business with FAPS with work with Shawn Smith, our Founder.  It is because of this personal attention, and expertise in this field, that advisors like doing business with us.

Since we work with over 75 select broker dealers, we have a vast network of partner firms, which allow us to place advisors and brokers throughout the United States.  We speak to advisors every day, from every state in the country.  While this gives us the opportunity to introduce local firms to you.  With today's technology, you can join any broker dealer no matter how far away they are. In 2016, we placed more advisors in CA than we did in our home state of MA!

A Great Success Story

The advisors we work with love our process, and it works.  We just received a call from an advisor in Oklahoma who we placed a a year ago.  She just called to thank us for a job well done.  She had a registration challenge and a year ago, she was about to exit the business because she was so discouraged in her search.  Once we spoke to her, we were able to find her several options.  She decided to join a firm in FL and she broke away from her independent group and set up her own practice for the first time ever.  In the beginning there were many challenges setting up her own office, setting up a high profile website, as well as moving her book of business.  In the end, she called us to say that she was elated that she set up her own practice in 201 and that it was her best year as an advisor ever! And she has been in the business 29 years.  It is stories like these that make us excited to help advisors succeed every day!