“The Cantella story is best told by those who live it – our advisors,” said Jim Freeman, Cantella’s National Sales Manager.
Boston, MA (PRWEB) January 25, 2016
Cantella & Co., Inc., releases its first recruiting video featuring commentary from several Cantella advisors throughout the country.
“The Cantella story is best told by those who live it – our advisors,” said Jim Freeman, Cantella’s National Sales Manager. “The firm has been growing via word of mouth, but the time seemed right to do this.” The video can be seen on: http://www.joincantella.com and http://www.cantella.com.
“More financial advisors are getting information from social media and other online platforms,” says Jay Lanstein, Cantella’s Chief Executive Officer and Chief Technology Officer. “Our technology is cutting edge and we are moving our marketing into that realm.”
Advisors describe Cantella’s simple and direct payout system, accessibility to key personnel and its truly independent culture. The video discusses the firm’s technology, such as its Paper Killer and Trac programs, which reduce the use of paper and expedite tracking of advisors’ requests to Cantella’s home office.
“Like today’s advisors, we value efficiency.” says Cantella’s President and Chief Operating Officer Jennie Devlin. “The best advisors in the industry understand the value of going independent and enhancing their quality of life, and we want to partner with them. We offer true independence, unbeatable support, technology, and a competitive payout. With the right partnership, the sky is the limit.”
Cantella advisors can clear through National Financial Services, LLC, a Fidelity Investments Company, Pershing LLC, a BNY Securities Group Co. and Raymond James & Associates, providing them access to more than 26,000 mutual funds, more than 30 insurance company offerings, a bond desk, wealth management tools and institutional research.
Financial advisors considering going independent can receive a free, no-obligation copy of the book Going Independent which contains in-depth information on opening and operating an office, as well as pitfalls to avoid. It walks advisors through the steps to becoming a successful business owner. All inquiries are kept confidential.
Since 1952 Cantella & Co., Inc., has been providing individuals, businesses and institutions with financial products and services to reduce taxes, save for retirement, and plan for children’s education. Additional information may be found at: http://www.cantella.com.
Certain statements in this document may be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act. These statements are based on management’s current expectations and subject to uncertainty and changes in circumstances. Actual results may differ materially from those included in these statements due to a variety of factors. More information is in Cantella & Co., Inc.’s Securities and Exchange Commission filings.