Blue image with sparkles saying, Spring Cleaning; Spring is here, and it is time for a fresh start! If you made New Year’s resolutions for your business earlier this year, now it the perfect time to revisit and revamp them. Here is what's trending for spring.
Sparkle; Out With
  • Account minimums.  You choose your clients.  No inactive account fees, and no account minimums.

  • Outstanding tickets.  Whether it’s answering questions, sending documents, or providing support on technology, our readily accessible combination of people and platforms is in place to resolve issues for you as soon as possible.  We also don’t believe in phone trees or 1-800 numbers for you or your clients.

  • Being told how to run your business.  At Stifel, we believe advisors need the freedom to serve their clients with products and services that best suit the client, not dictated by firm management.
Sparkle; Out With
  • Support to help you grow.  We offer a wide suite of resources to help you make the most of your practice and deliver outstanding client service.

  • A firm you can proudly share with your network.  We’re the nation’s seventh largest full-service investment firm based on the number of financial advisors.  Our Chairman’s and President’s Councils go on recognition trips to places like Grand Cayman and Palm Beach.  Oh, and we’re the title sponsor of the Stifel U.S. Ski Team.

  • Being told how to run your business.  At Stifel, we believe advisors need the freedom to serve their clients with products and services that best suit the client, not dictated by firm management.
Sparkle; Out With
  • Support to help you grow.  We offer a wide suite of resources to help you make the most of your practice and deliver outstanding client service.

  • A firm you can proudly share with your network.  We’re the nation’s seventh largest full-service investment firm based on the number of financial advisors.  Our Chairman’s and President’s Councils go on recognition trips to places like Grand Cayman and Palm Beach.  Oh, and we’re the title sponsor of the Stifel U.S. Ski Team.

  • Being told how to run your business.  At Stifel, we believe advisors need the freedom to serve their clients with products and services that best suit the client, not dictated by firm management.

Today, Stifel has more than 2,300 financial advisors across more than 400 branches, and our promise to each and every advisor is the same: Stifel is here to help you be your best self.

Transitioning firms is a huge undertaking, but Stifel may be a better option for you.  Let’s talk:  AdvisorOpportunities@stifel.com

Stifel

Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

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