Always do right--this will gratify some and astonish the rest.      -Mark Twain

Are you a commission-based broker?  Would you like to actually be able to start the compensation conversation with clients instead of dreading it?  Wouldn’t it be great to be able to sit on the same side of the table with your clients and help them ask those questions of everyone else?  What if you were always able to do the right thing instead of having to do the "least wrong" thing out of the limited options that your firm provides?  Can you imagine never having to sell an inferior propriety investment again?  What if you could do all of that and still be successful and earn what you're really worth?  You can.

At MillenniuM we frequently compare what we do to what "traditional brokers" have done for decades, and we always look good by comparison.  But it isn’t because brokers are bad people. The fact is that most financial advisors, including most of us, started their careers in a "traditional broker" capacity.  We believe that the brokerage firm system is the problem.  If you are in it, deep down you know this is true.  The captive nature of the Registered Representative position allows the firm to claim ownership of the client relationship, control access to products, and protect their high margins.  But the broker-dealers aren’t the only game in town anymore.    

If you didn’t have to give up half your earnings to support the bloated firm you could do a better job for your clients at a much lower price.  And what exactly do you get in return for that support anyway?  Biased research reports that are designed to help the investment bankers bring in the next big deal?  "Carefully screened" mutual fund and investment manager programs that are really designed as much to collect "pay to play" money from the providers as to provide value to clients?    

You don’t have to compromise your ethics for a paycheck any longer.  Join us on the front lines of the no-conflict financial services revolution.  Just email us or call us at (866)-401k-IRS and spend more time helping your clients and less time paying for the CEO’s gold plated trash can.  We look forward to hearing from you.