BAR Financial’s Team advantage:
- A comprehensive business-building and coaching program through our exclusive BAR Academy;
- Fully-staffed customer service support for your advisory and brokerage sales, technology platforms and compliance needs;
- Access to a broad range of products without production or proprietary quotas;
- Brand guidance and an industry-leading marketing program with pre-reviewed materials and campaigns;
- One-on-one step-by-step guidance during transition, bolstered by ongoing training to minimize downtime;
- Succession Planning by experts in mergers, acquisitions and internal or external buyouts.
- We deliver direct, continuing compliance support, to help you seamlessly comply with marketing and product compliance. But more importantly, we often act as the conduit between you and compliance, fighting for you while keeping you within all regulation standards.
John Brackett - Partner
