By Jennifer Bacarella | Executive Director of Firm Development
One of the questions we get asked most during recruitment is, “How are you different than other independent broker-dealers?”
The fact is, many broker-dealers offer the same types of services such as licensing, compliance, and operations, in addition to similar incentives. And all broker-dealers say they offer great service.
So, while we understand being different is important, we think showing what we are proud of may be a better way to showcase what we DELIVER.
We are proud to offer our employees tuition reimbursement for their bachelor’s and master’s degrees as well as licensing reimbursements. We have a highly educated home office staff.
We are proud to offer back office staff a free healthcare insurance option. A healthy back office is a happy back office.
We are proud that the average tenure for back office staff is 8 years.
We are proud that our 4 executives have a combined 111 years between them with SPS Family (an average of 28 years each).
We are proud that our Executive of Firm Development, Jennifer Bacarella (me!), was named a 2018 InvestmentNews Woman to Watch, as well as a Crain’s Detroit Notable Woman in Finance. I am also a member of the board of directors for Women In Financial Services (WIFS).
We are proud to donate to military charities every year. In 2019, we donated over $65,000 to the Folds of Honor Foundation.
We are proud to offer our representatives a technology stack that saves them hundreds of dollars by not having to purchase these systems individually.
We are proud to have a Legacy TrackTM in which each advisor receives specific guidance aligned with the business track they are on.
We are proud that our compliance team is proactive and collaborative rather than reactive and combative.
We are proud to offer Practice Management and Case Planning teams, available to all SPS Family representatives, to help with specific representative business and planning needs.
We are proud to have a Relationship Management team that keeps our representatives feeling like family non-stop, not just through the recruiting process.
We DELIVER great service to independent representatives! If you would like to know what else might make our family special, we would love to chat! Contact Kristi Delongchamp at (888) 744-6264 or firstname.lastname@example.org.
About SPS Family
The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”
300 Parkland Plaza | Ann Arbor, MI 48103 | 888-744-6264