As you prepare to join the trail, one of the most important things to address is your pack. You can over pack, carrying a heavy burden of time consuming tasks and excess costs; or you can under pack, missing out on great opportunities to enhance your business.
We believe that balancing your pack is critical. After extensive research and implementation, we have created just the right balance, so our advisors get what they need, never what they don’t.
While you are developing client relationships and growing your business, our service center will be your support behind the scenes, helping you to create a streamlined and efficient business without the administrative burdens.
The BCJ Service Center was created to assist advisors in growing their business and increasing their earning potential by offering a full team of support staff, helping advisors focus on their clients and their business by providing a variety of administrative and management services.
Our support team assists advisors with services ranging from account creation and document management to compliance review and trades. We will alleviate the administrative burden for you, by handling the details involved in client management.