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CONSIDERING A MOVE TO INDEPENDENCE?

With more control and the flexibility to set priorities, independence isn’t just the logical next step in a successful career—it’s what you’ve been building toward for years. Boston Harbor was built by people just like you - Financial Advisors. We are committed to our advisors and their clients because their success is our success.

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IT’S YOUR BUSINESS, YOU DECIDE HOW TO RUN IT

As an advisor, you stand apart, but it doesn’t mean you should stand alone. When you choose to affiliate with Boston Harbor, you’ll enjoy something virtually no other firm can offer: all the rewards of running your own practice your way along with all the resources of a full-service, self-clearing FINRA-member broker/dealer and direct access to the industry experts and proven strength of our partner Raymond James.

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AFFILIATE WITH BHWA AND TAKE CONTROL OF YOUR BUSINESS

OWNERSHIP & CONTROL

You maintain 100 percent ownership and control of your business. The equity, the cashflow, the decision making is yours.  You can determine how you can leverage your practice to the fullest potential.

STAFF SUPPORT

Need more staff? Need different staff?  Want a junior advisor?  Do you find yourself asking permission from a branch manager that can’t or won’t accommodate?  When independent you only need to ask yourself.  Nobody knows the needs of your business better than you.  You control the decision making and financials around how you staff your practice.

OFFICE LOCATION

The pandemic has taught us all, you can work from anywhere. That freedom has made many employees rethink whether a branch office is a benefit or a burden.  Do you have a branch office location that meets your needs and the needs of your clients?  Is working from home or near home more convenient?  Your employee grid has a large allocation toward real estate that may not be paying off for you.  Independence brings flexibility of office location and you can lead that decision.

HIGHER COMPENSATION

Typically, there is roughly a 20 percent increase in post expense payout rates between employee and the independent advisor compensation. The average employee is netting 40-45 percent, while the average independent is netting an impressive 60-65 percent.  For a $500k producer that is a $100,000 increase in income.  For the million-dollar advisor that can be $200,000 or more.   Make more money, invest more back into your business, or do both.

CONTACT US

Independence. It sounds, great but is it really that easy? Whether you’re an employee advisor or you have been running your business for years, there is a lot of responsibility.  We are here to provide solutions to reduce the time and energy that is required of today’s business owners.

advisors@joinbhwa.com

(978) 767-8667

1400 Computer Dr. Suite #201, Westborough, MA

M-F: 8:30am-5pm, S-S: Closed

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