St. Petersburg Office
6414 1st Avenue North
With You Every Step of the Way
It's no secret that one of the biggest fears any advisor might face is the transition from one broker/dealer to another. Filling out forms... transferring accounts... mountains of paperwork... reprinting stationery... notifying and meeting with clients...the list goes on. There's no sugar coating the fact that it's a lot of work, and usually results in a lot of stress.
That's where we come in. Your Bay View Capital team has been there, done that. We know how to help you prioritize your work load so that you can still run your business while you're making the move. Plus, we can help offload some of that administrative burden from YOUR shoulders to OUR shoulders! Bay View Capital Advisory Group (along with our broker/dealer partner, Securities America) is committed to providing superior support services so that you can focus on your number one concern, your clients! Whether you are expanding your business, starting the process of retirement, or looking for a better place to call home, we are truly dedicated to helping make the journey smoother for you. We combine years of experience with a dedicated support structure to answer every need with superior service.
Our support team will be there with you each step of the way. And with our proven transition plan, we'll work to shorten the timeline and streamline all the moving parts. Will there be a few stressful days? For sure. Will we be here to help you through those? Absolutely.
The one thing we hear repeatedly, when advisors have made the move and are reaping the benefits of a higher payout, increased freedom and flexibility, and built-in camaraderie and suppport: "Why the heck didn't I do this sooner!?" Let's get started building your brighter tomorrow!