BTS Services

BTS is pleased to offer the following comprehensive consulting services to for the purposes of creating growth, retention and recruiting advantages for Broker Dealers and Financial Advisor practices:

Our consulting services are confidential and can help cover the following topics:

  • Merger & Acquisition Support and Guidance

  • Broker Dealer Recruiting

  • FA Recruiting

  • Succession Planning

  • Retention Programs

  • Finish Well

  • Growth Strategies

  • Business Consulting

  • Industry Trends

  • Client Feedback

Our goal as consultants is to provide you the information needed to make informed decisions pertaining to your specific situation. There is no one way to create and run a business, and together we will discuss and explore the options that best meet your needs in moving forward with your goals.

 

We are your advocate, partner and support system. As your allies, it is a mutual relationship and the most effective way for us to succeed is to work together toward your goals. We are excited to be part of this big step in your career, and you will find that we become teammates with you. To learn more, contact President Dennis Leininger directly at dennis@btsplan.com.