Girard is what experienced, successful advisors are looking for in a broker-dealer.
San Diego, CA (PRWEB) March 20, 2014
Independent broker-dealer Girard Securities was recently named as one of the top 10 independent broker/dealers in the industry, as ranked in the WealthManagement.com “2014 Top 10 Broker-Rated IBD’s” survey. This was Girard’s first year participating in the survey, which has been running the last four years.
“We are honored and humbled that our advisors think so highly of us,” said Susie Tietjen, CEO and President of Girard Securities. “Our focus has always been on serving Girard Advisors to the best of our ability, so they can focus on taking care of their clients. It makes me feel good to know all of our dedication and effort is appreciated, and reinforces our desire to continue to improve.”
Girard has always put a huge emphasis on providing high-touch, personalized service to their advisors. In 2013 they also put a significant emphasis into upgrading the firm’s technology offering to help advisors as well as home office staff increase efficiency. This has enabled everyone to put more time into strengthening relationships: Girard with our advisors and the advisors with their clients.
“We have partnered with some of the leading technology companies in the industry enabling us to offer Girard Advisors a completely paperless platform for working with their clients,” said John Barragan, COO of Girard. “By integrating LaserApp’s forms population software with Docusign’s digital signature capabilities, and using Laserfiche’s workflow and imaging software, advisors literally don’t have to handle a single piece of paper if they don’t want to.”
For the second year in a row data shows that advisors with mid-sized broker-dealers (100-499 advisors) have the highest level of overall satisfaction with their B/D. Smaller firms simply don’t have the scale to provide the service and tools that advisors need, and at larger firms advisors feel that they are no longer the focus.
According to David Bombart, Girard’s VP of Business Development, “Girard is a family-owned firm, and we've built a culture that treats our home office employees and independent advisors like part of the family. If you’re looking for a secret to our longstanding success, that’s it. Girard is what experienced, successful advisors are looking for in a broker-dealer.”
About Girard Securities
Girard Securities is one of the nation’s top independent broker-dealers with more than 250 independent advisors responsible for over $10 billion in client assets. For more information visit http://www.JoinGirard.com.