For Advisors

Advice for Advisors

You can't afford to stand still.

Investors are sending a clear message to Wall Street: Give me unbiased advice, or I'm walking. Industry statistics bear this out. The five largest brokerages saw client assets drop by about 18% from the end of 2007 to the end of 2009. In stark contrast, independent firms grew their assets by more than 15% during the same period.*

If you are an advisor at a big broker-dealer, these statistics are troubling. Far more troubling is how the shifting terrain is impacting you personally. You may be working harder than ever with little to show for it. Or if your practice is growing, you know it could be growing faster. The bad press that is forcing many advisors to defend their firm's integrity adds to the challenge.

Let Exos strip away the barriers that are limiting your potential. As an Exos advisor, you have all of the resources you need to achieve your personal and financial goals. Yet you are free from the conflicts driving clients away from Wall Street firms - and other firms with significant outside ownership.

Exos is a private partnership.

  • Our employee-partners own the vast majority of the company.
     
  • Our partnership structure fully aligns our interests with those of our clients.
     
  • We do not sell proprietary products, nor do we offer sales-based incentives. Our single focus is on providing the unbiased advice clients are looking for.

It's time to put a stake in the ground. Are you going to keep treading water? Or are you going to move where the market is moving? The founding partners of Exos will personally help you transition your clients so that you hit the ground running. What are you waiting for?

Learn more about your opportunity for Serious Growth.

 

* Source: Aite Group, an independent consulting firm.