Showing posts with label Advisors. Show all posts
Showing posts with label Advisors. Show all posts

Wednesday, June 13, 2012

Transworld Business Advisors Franchise Opportunity

Transworld Business Advisors is essentially three complementary businesses rolled into one: business brokerage, franchise consulting, and franchise development. The brokerage side successfully puts buyers and sellers of businesses together; the franchise consulting side gives entrepreneurs access to more than 200 pre-screened franchise, and the franchise development service assists people in growing their businesses through franchising. Transworld Business Advisors has over 25 years business brokerage and franchise experience, and has assisted thousands of people in the purchase and sale of businesses. Full training and support, no experience necessary.

We teach you every aspect all three profit centers of a successful TRANSWORLD BUSINESS ADVISORS franchise including:

Franchise Consulting

Firstly, we will train you on Franchise Consulting. We represent almost 200 different franchise opportunities at all different investment ranges and include industries including:
• Home based
• Service
• Automotive
• Personal Care
• Restaurants
• Education
• Business to business
• Pet services
• Fast food
• AND MORE

You will learn how to interview and match prospective franchisees with the franchise that is the best match for them, based on their interests, background, investment criteria and strengths. You will refer prospects to the franchisors, and receive referral fees for each successful match.

Franchise Development

Secondly, we also teach you how to assist others to franchise their business concept. There are also many people who are not looking to buy or sell a business, but they have an up and running business or concept that they would like to turn into a franchise. If you refer a prospect to our partners, you will be paid a referral fee for each successful match.

Business Brokerage

Third, we will train you on all aspects of Business Brokerage. You will learn how to assist business owners who are looking to sell their business by:
- Helping them prepare the business for sale
- Confidentially and professionally market the business
- Identify and qualify prospective buyers

You will learn how to assist clients looking to buy a business by:
- Finding businesses that match their criteria
- Analyzing the business for purchase
- Preparing the offer
- Negotiating the contract
- Guiding the buyer through the due diligence process

We will teach you how to guide the buyer and seller through the process to coordinate and close the transaction. It is very common for the business broker to receive 10% of the selling price of the business as a commission.

Executive or Virtual Office Based
With TRANSWORLD BUSINESS ADVISORS, you have the flexibility of operating in an executive office suite or a virtual office.
There is very low rent, no long term lease, and you are not required to renovate the office or purchase furnishings.

Training: No prior experience needed
Transworld Business Advisors will provide complete training and support on all indispensable services needed to buy or sell a business, including:
• Listing a business for sale
• Providing business valuations
• Identifying and qualifying buyers
• Marketing a business
• Arranging financing
• Managing due diligence
• Coordinating closing
• And guiding buyers and sellers through the entire sales process

Initial Training
You receive the training and support that incorporate proven techniques so that you can achieve success fast. You have access to a network of business owners who have been through the exact same experience. Networking and support from other owners is a priceless resource in business ownership.

As a TRANSWORLD BUSINESS ADVISORS franchisee, you will enter our comprehensive 2-week initial training program. The first week is at our world headquarters located in West Palm Beach, Florida. Your airfare, hotel accommodations and lunch every school day are included.

We assume two things of each of our students coming to training:
1. You don't have any experience in our industries.
2. You have never operated your own business before.

Your instructors have unmatched industry experience, and will share their extensive knowledge to help you hone your talents to master the business sales process.
Ongoing Support.

As a Transworld Business Advisors franchisee, you will have access to the ongoing support from a team of trained professional individuals. They are here to assist you in all areas including training, consulting, marketing, equipment, research, and technical support.


View the original article here

Thursday, April 12, 2012

Pershing Warns That Ignoring Women's Market Poses Significant Business Risk For Advisors - Yahoo Finance

JERSEY CITY, N.J., March 27, 2012 /PRNewswire/ -- Pershing LLC, a BNY Mellon company released a new guidebook today entitled, "Women Are Not a 'Niche' Market. They Are a Significant Business Opportunity," which highlights the increasingly complex and relevant role women play in the consumer investment market. The guidebook, based on the findings from the Sullivan Trust Study, examines women as a key market for advisors to grow and maintain their business.

(Logo: http://photos.prnewswire.com/prnh/20071001/NYM012LOGO )

Once viewed as a niche market in the investment industry, significant social and economic trends are gradually putting more women investors in the driver's seat. As women now comprise nearly 60-percent of the U.S. workforce and more than half of married women with business-related degrees out-earn their husbands, advisors without successful approaches for serving this market are at a clear disadvantage.  

"Women represent a crucial client opportunity, both because of their expanding economic power and their frequent dissatisfaction with the service they currently receive," said Kim Dellarocca, director at Pershing, "As women's financial situations have changed, so have their ability to entrust significant assets to investment professionals who are able to serve their needs."

Women Are Less Satisfied Than Men

According to the Sullivan Study, women as a group are less satisfied than men with the performance of their investment professionals.

49% of women said their advisors focused on "making me a smarter investor," compared with 60% of men.And only 57% of women said their advisors "clearly articulate downside risks of investments," compared to 66% of men.

Women want equal treatment from their investment professional.  The findings show an opportunity for advisors to build trust with women investors by opening the channels of communication and providing holistic advice on their investments.

Increasing Spending Power

Additionally, the study finds that women control roughly two-thirds of annual spending in the U.S., which adds up to about $12 trillion.

About 80% of women will be solely responsible for household financial decisions at some point in their lives.

Considering that financial professionals today are concerned with ways to stay competitive, stay profitable and grow their business, this is an area that should not be overlooked.

The guidebook, which is the first of a three part series by Pershing providing insight and advice on specialty markets, offers several ideas to develop strategies that can help advisors secure and service women clients at every stage of their lives. Pershing also provides insight from women investors that can help advisors change their approach to their clients and prospective client base and break down the barriers that keep women unsatisfied with the performance of their investment professionals.

To obtain a copy of the Women Are Not a "Niche" Market. They Are a Significant Business Opportunity, please visit http://www.pershing.com/women

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent more than five million active investors. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, Irish Stock Exchange, the London Stock Exchange and the Australian Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at pershing.com.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets.  BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team.  It has $25.8 trillion in assets under custody and administration and $1.26 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK - News).  Additional information is available on www.bnymellon.com or follow us on Twitter@BNYMellon.


View the original article here

Wednesday, April 4, 2012

Pershing Warns That Ignoring Women's Market Poses Significant Business Risk For Advisors - Yahoo Finance

JERSEY CITY, N.J., March 27, 2012 /PRNewswire/ -- Pershing LLC, a BNY Mellon company released a new guidebook today entitled, "Women Are Not a 'Niche' Market. They Are a Significant Business Opportunity," which highlights the increasingly complex and relevant role women play in the consumer investment market. The guidebook, based on the findings from the Sullivan Trust Study, examines women as a key market for advisors to grow and maintain their business.

(Logo: http://photos.prnewswire.com/prnh/20071001/NYM012LOGO )

Once viewed as a niche market in the investment industry, significant social and economic trends are gradually putting more women investors in the driver's seat. As women now comprise nearly 60-percent of the U.S. workforce and more than half of married women with business-related degrees out-earn their husbands, advisors without successful approaches for serving this market are at a clear disadvantage.  

"Women represent a crucial client opportunity, both because of their expanding economic power and their frequent dissatisfaction with the service they currently receive," said Kim Dellarocca, director at Pershing, "As women's financial situations have changed, so have their ability to entrust significant assets to investment professionals who are able to serve their needs."

Women Are Less Satisfied Than Men

According to the Sullivan Study, women as a group are less satisfied than men with the performance of their investment professionals.

49% of women said their advisors focused on "making me a smarter investor," compared with 60% of men.And only 57% of women said their advisors "clearly articulate downside risks of investments," compared to 66% of men.

Women want equal treatment from their investment professional.  The findings show an opportunity for advisors to build trust with women investors by opening the channels of communication and providing holistic advice on their investments.

Increasing Spending Power

Additionally, the study finds that women control roughly two-thirds of annual spending in the U.S., which adds up to about $12 trillion.

About 80% of women will be solely responsible for household financial decisions at some point in their lives.

Considering that financial professionals today are concerned with ways to stay competitive, stay profitable and grow their business, this is an area that should not be overlooked.

The guidebook, which is the first of a three part series by Pershing providing insight and advice on specialty markets, offers several ideas to develop strategies that can help advisors secure and service women clients at every stage of their lives. Pershing also provides insight from women investors that can help advisors change their approach to their clients and prospective client base and break down the barriers that keep women unsatisfied with the performance of their investment professionals.

To obtain a copy of the Women Are Not a "Niche" Market. They Are a Significant Business Opportunity, please visit http://www.pershing.com/women

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent more than five million active investors. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, Irish Stock Exchange, the London Stock Exchange and the Australian Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at pershing.com.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets.  BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team.  It has $25.8 trillion in assets under custody and administration and $1.26 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK - News).  Additional information is available on www.bnymellon.com or follow us on Twitter@BNYMellon.


View the original article here

Wednesday, March 28, 2012

Pershing Warns That Ignoring Women's Market Poses Significant Business Risk For Advisors - Yahoo Finance

JERSEY CITY, N.J., March 27, 2012 /PRNewswire/ -- Pershing LLC, a BNY Mellon company released a new guidebook today entitled, "Women Are Not a 'Niche' Market. They Are a Significant Business Opportunity," which highlights the increasingly complex and relevant role women play in the consumer investment market. The guidebook, based on the findings from the Sullivan Trust Study, examines women as a key market for advisors to grow and maintain their business.

(Logo: http://photos.prnewswire.com/prnh/20071001/NYM012LOGO )

Once viewed as a niche market in the investment industry, significant social and economic trends are gradually putting more women investors in the driver's seat. As women now comprise nearly 60-percent of the U.S. workforce and more than half of married women with business-related degrees out-earn their husbands, advisors without successful approaches for serving this market are at a clear disadvantage.  

"Women represent a crucial client opportunity, both because of their expanding economic power and their frequent dissatisfaction with the service they currently receive," said Kim Dellarocca, director at Pershing, "As women's financial situations have changed, so have their ability to entrust significant assets to investment professionals who are able to serve their needs."

Women Are Less Satisfied Than Men

According to the Sullivan Study, women as a group are less satisfied than men with the performance of their investment professionals.

49% of women said their advisors focused on "making me a smarter investor," compared with 60% of men.And only 57% of women said their advisors "clearly articulate downside risks of investments," compared to 66% of men.

Women want equal treatment from their investment professional.  The findings show an opportunity for advisors to build trust with women investors by opening the channels of communication and providing holistic advice on their investments.

Increasing Spending Power

Additionally, the study finds that women control roughly two-thirds of annual spending in the U.S., which adds up to about $12 trillion.

About 80% of women will be solely responsible for household financial decisions at some point in their lives.

Considering that financial professionals today are concerned with ways to stay competitive, stay profitable and grow their business, this is an area that should not be overlooked.

The guidebook, which is the first of a three part series by Pershing providing insight and advice on specialty markets, offers several ideas to develop strategies that can help advisors secure and service women clients at every stage of their lives. Pershing also provides insight from women investors that can help advisors change their approach to their clients and prospective client base and break down the barriers that keep women unsatisfied with the performance of their investment professionals.

To obtain a copy of the Women Are Not a "Niche" Market. They Are a Significant Business Opportunity, please visit http://www.pershing.com/women

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent more than five million active investors. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, Irish Stock Exchange, the London Stock Exchange and the Australian Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at pershing.com.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets.  BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team.  It has $25.8 trillion in assets under custody and administration and $1.26 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK - News).  Additional information is available on www.bnymellon.com or follow us on Twitter@BNYMellon.


View the original article here

Friday, March 16, 2012

Matrix Product Expansion Increases Visibility and Growth Opportunities for Firms and Financial Advisors - Yahoo Finance

LAKE SUCCESS, N.Y., March 5, 2012 /PRNewswire/ -- Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE: BR - News) company, announced today a significant expansion of its core mutual fund trading platform. The offering provides broker-dealers access to a level compensation service -- a first in a completely open architecture environment -- and greater visibility into plan data. The offering also includes advanced plan proposal and management features for financial advisors.

The expanded Matrix product and service offering will help financial services firms and financial advisors more successfully navigate the retirement plan process, generate new business opportunities and comply with regulatory changes, all in an open architecture environment.

The new products and services offered by Matrix include:

Data Feed Service -- presents plan asset values, investment activity and other important information, and creates a window for broker-dealers into the activity of a firm's advisors.Level Compensation Service -- provides SEC Registered broker-dealers the necessary certainty that all investment options available to plan participants will pay the firm and the representative a levelized compensation structure.  The service is offered with two options -- 25 and 50 basis points. Matrix will manage all 12b-1 revenue collection and reconciliation efforts with the fund companies and offer a single payment and reporting via DTCC's Commission Settlement service.RetireToolKit Desktop Proposal Generator -- enables advisors to research, select and monitor funds on behalf of the plan from a universe of more than 20,000 investment options. Professional, customized proposals can be easily packaged with pre-printed sales materials giving advisors the ability to provide plan sponsors with a highly competitive package.  RetireToolKit Desktop Report Generator -- allows advisors to efficiently prepare and print professional looking quarterly and annual plan reviews for meetings with plan sponsors.

"The expansion of our service offering provides all the tools needed to help retirement plan providers comply and win in this evolving environment," said John Moody, President, Matrix. "With new fee disclosure regulations in place and fiduciary standards under review, increased visibility from an open architecture process, at both the firm and advisor level, is being viewed as the solution to help them gain new business and comply with new regulatory changes."

Level compensation, specifically, was created to provide certainty that the pay structure for investments would be level, regardless of the investment chosen by a plan sponsor or any of its participants. Prior to introduction of this service by Matrix, firms were typically restricted in their choice of investments with level compensation plans. This new service offered by Matrix offers a level payout and access to thousands of funds, and provides broker/dealers with a powerful competitive advantage.

About Matrix Financial Solutions
Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 300 financial institutions with over $145 billion in customer assets processed through its trading platform. For more information about Matrix please visit www.matrixfinancialsolutions.com.

About Broadridge
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge please visit www.broadridge.com.

Media Contact:
Kelly M. Howard
Broadridge
+1-212-981-1347
kelly.howard@broadridge.com


View the original article here

Tuesday, March 6, 2012

Matrix Product Expansion Increases Visibility and Growth Opportunities for Firms and Financial Advisors - Yahoo Finance

LAKE SUCCESS, N.Y., March 5, 2012 /PRNewswire/ -- Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE: BR - News) company, announced today a significant expansion of its core mutual fund trading platform. The offering provides broker-dealers access to a level compensation service -- a first in a completely open architecture environment -- and greater visibility into plan data. The offering also includes advanced plan proposal and management features for financial advisors.

The expanded Matrix product and service offering will help financial services firms and financial advisors more successfully navigate the retirement plan process, generate new business opportunities and comply with regulatory changes, all in an open architecture environment.

The new products and services offered by Matrix include:

Data Feed Service -- presents plan asset values, investment activity and other important information, and creates a window for broker-dealers into the activity of a firm's advisors.Level Compensation Service -- provides SEC Registered broker-dealers the necessary certainty that all investment options available to plan participants will pay the firm and the representative a levelized compensation structure.  The service is offered with two options -- 25 and 50 basis points. Matrix will manage all 12b-1 revenue collection and reconciliation efforts with the fund companies and offer a single payment and reporting via DTCC's Commission Settlement service.RetireToolKit Desktop Proposal Generator -- enables advisors to research, select and monitor funds on behalf of the plan from a universe of more than 20,000 investment options. Professional, customized proposals can be easily packaged with pre-printed sales materials giving advisors the ability to provide plan sponsors with a highly competitive package.  RetireToolKit Desktop Report Generator -- allows advisors to efficiently prepare and print professional looking quarterly and annual plan reviews for meetings with plan sponsors.

"The expansion of our service offering provides all the tools needed to help retirement plan providers comply and win in this evolving environment," said John Moody, President, Matrix. "With new fee disclosure regulations in place and fiduciary standards under review, increased visibility from an open architecture process, at both the firm and advisor level, is being viewed as the solution to help them gain new business and comply with new regulatory changes."

Level compensation, specifically, was created to provide certainty that the pay structure for investments would be level, regardless of the investment chosen by a plan sponsor or any of its participants. Prior to introduction of this service by Matrix, firms were typically restricted in their choice of investments with level compensation plans. This new service offered by Matrix offers a level payout and access to thousands of funds, and provides broker/dealers with a powerful competitive advantage.

About Matrix Financial Solutions
Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 300 financial institutions with over $145 billion in customer assets processed through its trading platform. For more information about Matrix please visit www.matrixfinancialsolutions.com.

About Broadridge
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge please visit www.broadridge.com.

Media Contact:
Kelly M. Howard
Broadridge
+1-212-981-1347
kelly.howard@broadridge.com


View the original article here

Matrix Product Expansion Increases Visibility and Growth Opportunities for Firms and Financial Advisors

LAKE SUCCESS, N.Y., March 5, 2012 /PRNewswire/ -- Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE: BR - News) company, announced today a significant expansion of its core mutual fund trading platform. The offering provides broker-dealers access to a level compensation service -- a first in a completely open architecture environment -- and greater visibility into plan data. The offering also includes advanced plan proposal and management features for financial advisors.

The expanded Matrix product and service offering will help financial services firms and financial advisors more successfully navigate the retirement plan process, generate new business opportunities and comply with regulatory changes, all in an open architecture environment.

The new products and services offered by Matrix include:

Data Feed Service -- presents plan asset values, investment activity and other important information, and creates a window for broker-dealers into the activity of a firm's advisors.Level Compensation Service -- provides SEC Registered broker-dealers the necessary certainty that all investment options available to plan participants will pay the firm and the representative a levelized compensation structure.  The service is offered with two options -- 25 and 50 basis points. Matrix will manage all 12b-1 revenue collection and reconciliation efforts with the fund companies and offer a single payment and reporting via DTCC's Commission Settlement service.RetireToolKit Desktop Proposal Generator -- enables advisors to research, select and monitor funds on behalf of the plan from a universe of more than 20,000 investment options. Professional, customized proposals can be easily packaged with pre-printed sales materials giving advisors the ability to provide plan sponsors with a highly competitive package.  RetireToolKit Desktop Report Generator -- allows advisors to efficiently prepare and print professional looking quarterly and annual plan reviews for meetings with plan sponsors.

"The expansion of our service offering provides all the tools needed to help retirement plan providers comply and win in this evolving environment," said John Moody, President, Matrix. "With new fee disclosure regulations in place and fiduciary standards under review, increased visibility from an open architecture process, at both the firm and advisor level, is being viewed as the solution to help them gain new business and comply with new regulatory changes."

Level compensation, specifically, was created to provide certainty that the pay structure for investments would be level, regardless of the investment chosen by a plan sponsor or any of its participants. Prior to introduction of this service by Matrix, firms were typically restricted in their choice of investments with level compensation plans. This new service offered by Matrix offers a level payout and access to thousands of funds, and provides broker/dealers with a powerful competitive advantage.

About Matrix Financial Solutions
Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 300 financial institutions with over $145 billion in customer assets processed through its trading platform. For more information about Matrix please visit www.matrixfinancialsolutions.com.

About Broadridge
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge please visit www.broadridge.com.

Media Contact:
Kelly M. Howard
Broadridge
+1-212-981-1347
kelly.howard@broadridge.com


View the original article here