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Planning
NFC works with you to create, implement, and monitor your business plan.
Sales & Marketing Resource
Representatives have access to NFC’s customized marketing and sales training programs offered through specialized workshops, sales meetings and focused product webinars..
Partner
We offer the opportunity for you to significantly increase your business through customizable business development and marketing programs designed to take your practice to the next level. |
Compliance
NFC provides supervision at the regional level. By knowing your business, we are able to work with you to ensure that you meet SAI’s compliance requirements.
Business Continuity
NFC works with you to find a representative to purchase your practice to provide you a continued income and provide your client’s a high level of ongoing service. Attractive financing packages may be available. NFC can also work with you to set up a succession plan to continue an income stream for your heirs in the event of an unexpected, unfortunate occurrence. |
Conduit
NFC provides personalized service for your broker dealer transition including registration, licensing/conversion, account transfers, stationary/website/e-mail approvals and business support.
Trainer
NFC helps you take advantage of the SAI technology platform whether you choose to clear through NFS (Fidelity) or Pershing. We coordinate your technology training, including on line brokerage order entry, account registration, on-line forms and account monitoring, CRM, consolidated client statements and how to conduct business in a paperless environment.
Support
NFC provides Experienced, Regional support for your growing business. |
