In Their Words

 

 

The Hybrid Business Model – The Perfect Solution

Eric Bicknese

“I was an independent advisor with another broker-dealer and realized that I needed a firm that provided more support, practice management, and business development assistance. Nationwide Planning gave me the perfect solution with their Hybrid Business Affiliation Model. With their Hybrid Model, I get a high payout with excellent support.”



Eric Bicknese
Sr. Financial Advisor
New York, NY

 

 

A Smooth Transition

Libby Rosenkranz

“After transitioning to Nationwide recently, I was extremely impressed with the overall process and professionalism. Their monitoring system tracks the progress of each step throughout the transition process, all while requesting my feedback on what they could do to improve upon the process.”



Libby Rosenkranz
Financial Advisor
Paramus, NJ

 

 

A True Open Architecture Platform

Richard Rose

“Nationwide Planning gave me the infrastructure that enabled me to successfully operate as an independent advisor. They have arrangements with an endless amount of best-in-class providers, which gives me the opportunity to offer clients whatever is appropriate for them”.

 

Richard Rose
Sr. Financial Advisor
Paramus, NJ

 

 

A Great Insurance Line-up With Outstanding Support

Bryan Pollak

“With the NPA Insurance Back-Office Support Team, the arduous insurance process is made simple. They provide me with exemplary support, which allows me to spend time more with my clients focusing on other areas of financial planning. They also handle getting me ‘appointed’ with all of the insurance carriers – which is a significant time saver.”

Bryan Pollack

Sr. Financial Advisor
Huntington, NY

 

 

Partnering with Financial Institutions

Richard Rose

“Nationwide Planning supports my Credit Union affiliation by giving me all of the operational support I could ever need. They keep me informed of all compliance regulations that need to be observed or addressed, process all paperwork, and deliver results when there is an operational issue.”


 Richard Rose

Sr. Financial Advisor
Paramus, NJ

 

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