Metro Brokers' Brian Macmillan uses a BNI, Business Networking International, a referral group to generate extra real estate business. BNI is not a leads group, it is a true referral group that follows a strict meeting agenda. Distributed by Tubemogul.
Supporting Independent Brokers, Registered Reps, and RIA's. Brokerwebstation is a web based trading engine that lets you research positions and place orders through an efficient order management system. You can then monitor the order online. The trading engine is secured with the highest levels of encryption. And because the platform is accessible online, you can check in from virtually anywhere… with an internet connection. The trading engine lets you enter equity orders with limit and stop protection features; options trading; spreads; straddles; mutual funds and fixed income online. The PROPITIATORY engine for placing trades has an “efficiency mechanism” for brokers managing multiple accounts. This allows “basket order entry”… where you can place one ticket for several accounts on the same position, including adding commissions. Simultaneous order entry lets you place simultaneous orders on several types of securities for one account at one time. This engine is a major time-saver! Our platforms also let you conduct a one-time search through all your clients for one position, if you want to close it. This saves time and the aggravation of having to maintain records of what’s in each account in case you one day want to do a master sell of one position through all your accounts.
Broker/Dealers - Brokerwebstation has an array of investment products for asset allocation… and they’re ALL APPROVED by the regulatory bodies. Among the offerings: equities, options, ETFs, mutual funds, Variable Annuities, Money Market accounts, US Treasury and Municipal Bonds, CDs and several fixed income products. Brokerwebstation doesn’t impose sales quotas. You are free to truly serve your clients and their investment goals. Now, let’s consider another scenario: Say you’d like to have a money manager help manage your client assets, giving you more time to build your book. Brokerwebstation is proud to offer “the Advantage solution”. This option lets one of our experienced money managers manage your clients’ assets. You’ll get reports you can review with your customers to show them the progress of their account. BWS also offers a suite of research tools. We’re talking real time quotes, options data, stock screeners, interest rate apps, analyst rating, market movers, advanced charting, news and streaming portfolio management systems. That’s a big suite! Brokerwebstation is also proud to announce its Argus Research. It gives investment pros the data to make decisions…with research on equities, bonds and mutual funds.
Independent Broker: Wallstreet Electronica offers several services to support expansion and marketing to take you the next level. Wallstreet*E provides web design to develop your public web pages… from an inexpensive template to an elaborate, premium labeled platform with customized web pages. Wallstreet*E will private label its trading platform with your company’s logo and banner… So, when customers on your site log into the platform, they’ll see the same color scheme, same look, same feel of your public website. Wallstreet Electronica will also set up email with your company’s domain, host your website and your private labeled platform. This way, you KNOW your service is always running. Your private labeled platform will have the same upgrades as the Brokerwebstation platform, so your technology’s always on the cutting edge… And cutting edge is good.
Broker Dealers: BWS's transition team promises you this: a smooth, timely transition….so you can focus on what matters: Taking care of business!Broker WebStation's transition process is focused on getting your business established… fast. We’ve streamlined the process to banishes disruptions to your business as you go independent.
Brokers for Charity matches property buyers and sellers throughout the US and Canada with qualified real estate professionals and donates 10% of the commission to the nonprofit of the the client's choice.
Combining real estate transactions with social responsibility, it's an easy way for families and companies to support their favorite cause without any additional costs.
Brokers for Charity donates 10% of residential and commercial real estate commissions to the nonprofit of the client's choice. Buyers and sellers get to choose the nonprofit 501(c)(3) organization that will receive the donation when their transaction closes.
How Brokers for Charity works: When a business or consumer wants buy or sell a property anywhere in the US or Canada, they give Brokers for Charity their criteria and they are paired with a qualified broker. When their transaction closes, Brokers for Charity receives a referral fee from the broker and makes the donation to the nonprofit of the client's choice. The donation is 10% of the referred agent's commission. For example, on a $400,000 transaction if the agent's commission were 3%, or $12,000, Brokers for Charity would donate $1,200 to the chosen nonprofit.
As a business or consumer, if you could support your favorite cause when you bought or sold real estate and it wouldn't cost you a dime, wouldn't you?
If you’re a producing broker / registered rep. or RIA… and you’ve got leadership skills, discipline and entrepreneurial drive… then going independent is probably in the cards for you. As an independent registered rep, you already have the most important asset…the trust and confidence of your clients. Add our BWS turnkey technology with back office support… and you have a powerful formula for success!
Broker WebStation, powered by WallStreet*E's Broker Dealer services, gives you freedom and flexibility.
Who do we help? Registered Investment Advisors seeking technology and back office support to manage an independent business, Independent brokers looking for a firm that offers the freedom and flexibility to build a business on their own terms, Investment Professionals looking for turnkey solutions to web-enable their practice and expand their offerings.
At Broker WebStation, our focus is the growth of your investment practice.
What better way to do that…than offer Solutions for Investment Professionals. It takes time to build a solid relationship with each client. As an independent broker dealer, we provide added value to your operation, so you have more time to build those relationships. As an investment professional, your most valuable asset is the trust and confidence your clients have in you. So, say you already have a primary business… and your clients are asking for your expertise in asset allocation in the equity markets. A. Capitalize on an additional source of revenue B. and Add value to your existing client relationshipsSo remember….when you’re building your business…Broker WebStation can help Brokers, RIAs, CPAs, Money Managers, and Insurance Agents. After all, WallStreet E specializes in nurturing the successful, independent businessperson.
Business Model for Independent Registered Reps. Regarding the all-important matter of COMPENSATION for brokers… It’s Commission-Based for independent contractors, the self-employed or for employees of their own firms. On the issue of licenses: Series 7, 24, 4 and any other licenses are held at WallStreet*E. Independent Brokers set their own commission schedule and cab obtain a payout as high as 95% . Independent Brokers also have the opportunity to build equity in their business and establish themselves as Registered Investment Advisors. Acting as Brokers and Investment Advisors, they can charge fees on managed assets and commissions on executed transactions.Independent Registered Representatives have ongoing support from WallStreet*E's expert staff, always at the ready to help with every aspect of serving their clients, as they manage and grow their practice.
Our answer... independence! Broker WebStation, through its association with the independent broker dealer WallStreet*E, was designed for you: To help registered representatives make the transition from firm to freedom. With our unique client services approach and technological innovation, we –arm you with the tools you “need to succeed” in this new market. During the Transition, going independent doesn’t mean going it alone. See how our transition team can make the process easier. As you establish yourself as a Registered Rep, design the road map that’ll guide your career to the next level.
WallStreet*E is a broker dealer, uniquely positioned to serve the brokerage, custodial, banking and insurance needs of investment professionals and their clients. We’re talking web-based, high-performance trading, plus investment and risk-management tools. They constantly evolve their trading technology. Most significantly, WallStreet*E, supports the success of investment professionals by: Assuring the pros’ compliance with the rules and regulations affecting their relationships with their clients.
Broker WebStation is designed to deliver scalable, turnkey online trading and risk management solutions… whether you’re a registered representative or independent provider of financial services. Using the power of the internet, brokers get web-enabled with a “Master Account” - the heart of Broker WebStation. With BWS, independent providers of financial services - at every level of production - stay competitive. Want to web-enable your online clients? Your full-service clients? No problem!