BCJ was built on the idea that our advisors should be independent. We have no quotas, no sales goals, no limits, and no ownership of your clients. Our business model provides a wide range of resources to run your business efficiently, creating an engaging and pleasant experience for both you and your clients.
The roadmap you need to lead you through a successful transition requires the support and expertise of a firm that is focused on helping advisors grow their business. This roadmap should entail every aspect of a streamlined move, giving you a holistic transitioning program that provides you with the assistance necessary to build and maintain an independent and successful practice.
We provide the infrastructure, an unprecedented investment platform, integrated state-of-the-art technology, and knowledgeable business service team you are looking for. Not only do we provide a strong investment platform with easy-to-use and flexible options for you and your client, our group offers advisors strategic partnerships and alliances, giving you an extensive range of products and services, not accessible to most advisors. Most importantly, your clients will always be your clients. They will never belong to BCJ.
As your “advisor,” BCJ can help you develop your transition roadmap. Prior to transition, we can help you establish if our firm aligns with your professional outlook. During, our established onboarding process will guide you through the transition paperwork and will provide the necessary training needed to familiarize you with our processes and technology. After the transition, our team will continue to support you behind the scenes, alleviating administrative burdens for you by handling the details involved with client management.
BCJ has the tools that will not only help you transition, but will help you build your business – the way you want to build it.
We endeavor to provide clients with the knowledge and support necessary to have complete confidence in their financial journey. To accomplish this mission, we strive to build relationships through a culture of integrity, independence and trust. These values not only allow us to focus on each client’s unique situation, but they allow us the freedom to offer solutions that are transparent, custom, and boundless – empowering our clients to make confident choices for their future.
The BCJ Investment Platform is built to support the individual advisor’s ability to customize solutions for the client’s goals while relieving advisors of the responsibilities of model creation, management and trading.
While you are developing client relationships and growing your business, our service center will be working behind the scenes, helping you to create a streamlined and efficient business without the administrative burdens.
Our technology offering provides a breadth of support for you and your staff. Between our one-of-a-kind investment proposal system, to our comprehensive client support center, we are constantly building our technology offering to keep you and your team ahead of the game.
In order to fill the need for marketing support, BCJ has developed their in-house marketing services to include everything from digital and print solutions, to marketing
education, event support and more.
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.