Not All Independent Dealers Are Created Equal
At Keybase, we value our advisors and continue to invest in entrepreneurial, professional and personal growth. Our already robust systems are always improving and our administrative prowess is demonstrated all around. When you become a Keybase Financial Advisor, you are many steps ahead of Financial advisors from other boutique firms.
You Get More Because We Give More
At Keybase, we give you more! We know that a motivated advisor with support systems and tools at their disposal is unstoppable. We know that the more you get is the better you become. Here is how we give you more!
Exceptional Income Potential
- Higher payout model than many other firms, unlimited income potential
- Health and life benefits to protect your family - your family is our too
- Flexibility in negotiations when transferring book of business to Keybase
- Periodic incentives to keep you motivated
Our Open Architecture Model
- No captive investments or group of funds mandated
- Full autonomy to give unbiased advice to clients
- Ability to serve clients with complex needs from our custom solutions and products
- Flexibility and independence
Culture of Growth and Access
- Open door policy of executive team, direct coaching available
- Environment of constant learning - professional & personal development
- Shoulder-to-shoulder with the bests in the industry, immense knowledge pool
Robust Systems, Innovative Solutions & Business Development Drivers
You are in business for yourself but definitely not by yourself. Keybase’s admin prowess and robust IT structure help you to drive your business. The support your practice gets is unparalleled.
Robust Processing & Admin
- One of the few Level 4 dealers, with our own clearing house
- Quick turn-around times, responsive processing team
- Simplifies client requests, reduces processing steps
- We handle your back office, more time to focus on prospecting
Innovative Software Solutions
- Keybase has some of the industry's best IT professionals at its helm.
- Industry leading CRM application to support your practice
- Digital onboarding, e-signatures, auto-file updates
- Secure platforms to conduct business
Business Development Drivers
- Strong and sustained emphasis on practice management to improve your craft
- Resourceful Marketing & Business Development team to help you scale your business
- Turnkey plug and play solutions to help you win in advisor circle
We are the advantage you are looking for.
Join the Keybase family. You will be happy you did!
Your Clients Will Thank You
Your clients will thank you for your decision to become a Keybase Advisor. Clients will enjoy:
- Lower overall fees
- Ease of applications and doing business
- Responsive support team should they call us directly
- New and upgrading technology
- Range of products and services
- Corporate communication they will receive
