Welcome

The Voice of Experience — StarPoint Consulting Group is the trusted partner of financial advisors considering alternative Broker Dealer options, and distribution teams in need of sales support. We offer consulting services to Financial Advisors and Investment Companies across the country. We specialize in Financial Advisor Placement and outbound Business-to-Business communication services.

Professional Representation — As an Advisor Placement firm, we assume responsibility for the due diligence and negotiations with potential Broker Dealers so that financial advisors can keep their focus on their business and clients. Our dedication to meeting and exceeding expectations and our understanding of the importance of relationship building is what drives our success.

What We Do

Advisor Placement
We provide insight and advice to you, the Financial Advisor, in the event you are considering an alternative Broker Dealer. We have researched the universe of Independent firms throughout the country. Our search consists of many variables including company culture, product differentiation, business development, and payout. We serve as your representation to find your new home, so that you can continue doing what you do best; serving your clients.More info

Distribution Support
We offer sales support services to wholesalers and distribution teams, including Prospecting, Lead Generation, and Appointment Scheduling. More Info.

Advisor Resources

  • The Best B/D for your business model
  • The “How To” guide to finding my new B/D
  • Are transition dollars a thing of the past?
  • B/D Technology - The have's and have not's
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