Halliday Financial’s competitive compensation solutions provide our advisors with the freedom to build a successful business, without the burden of countless non-revenue generating, but essential tasks.  Depending on the model that best suits your needs, programs can include:

  • Staff support assistance which can be dedicated or shared
  • Dedicated office space, in one or even more locations
  • Technology package for CRM, performance tracking, planning, trading and more
  • Virtual office capabilities, including cloud based phone and communication tools
  • Comprehensive medical, dental, vision, group life insurance, and disability coverage
  • 401k with 3% contributions after one year of dedicated service
  • Errors and Omission Coverage
  • Securities and Insurance licensing coverage
  • Potential accommodations for current team members and assistants

Advisor Succession Models

Halliday Financial has provided custom succession planning for advisors who do not want to leave their clients and reputation vulnerable at their retirement, be it gradual or full.  These models are nearly endless when it comes to design, payouts, and time frame.  Our procedure incorporates third party valuations and legal experts when creating our transition plans to ensure a fair and efficient experience.   We recognize that this process is not just about extracting value at the end of your career, based on what you have built, but rather it is about building a proper plan to ensure the continuation of your business.  This can allow you to work less when you want or need to, while maintaining income and control over your book of business until you are ready to fully retire.

Contact Us

At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams. Contact us today…