Invaluable Knowledge, Experience, Impartiality, Guidance and Professionalism
As financial advisors, managers and executives consider the possibility that a change in firms might benefit both their careers as well as their ability to provide enhanced services to their clients, it is imperative that these individuals understand all of the options available. Our firm, Horton Group Inc., with its four decades working in the financial industry, can provide those whom we assist with this knowledge. Considering the number of firms from which to choose and the wide variety of platforms to consider, whether a traditional W-2 platform, hybrid RIA, corporate RIA, Independence, etc., our firm will, after hearing what our client’s needs are, detail what might be the best options.
It is a combination of our knowledge and experience that will make our client’s decision regarding joining a new firm easier, more understandable and less complicated. For example, when our clients ask us any number of 20-30 questions regarding each firm, whether the question is regarding a firm’s culture, back office support and marketing capabilities, private equity offerings or note structure, we can give them their answers quickly and with the impartiality that is necessary for them to make the right decision regarding their career. Our advice is impartial because we are independent recruiters and our client’s well-being is our only concern.
Once we begin the process of assisting a client in potentially switching firms, we guide him/her every step of the way.
As we assist our clients, we hope they will come to see that we pride ourselves on our professionalism. This term, to us, equates to honesty, caring, listening, and responsiveness all tied together and augmented by our years of experience. When we first begin assisting a client(s) we listen very carefully to all of their needs with respect to platforms, products, technology, support etc. With this knowledge in hand, we can begin to discuss what options our clients have. Honesty and caring play a major role at this juncture so that our clients know what are the positives and negatives behind any choice they might choose to pursue. In any transition to a new firm, there are a myriad of questions and steps which need to be followed. We strive to answer every question and explain every step thoroughly and expeditiously. And finally, our experience, hopefully, makes this process as understandable and smooth as it can be while still maintaining our client’s anonymity and privacy. What has been briefly detailed here is what, to all of us at the Horton Group, it means to act in a professional manner. We hope and make every effort to ensure that all of our clients feel that they have been treated with the utmost professionalism.