Seventy2 Capital is a home for advisors seeking freedom and control over their destiny. We have a proven track record of helping financial advisors accelerate the growth of their business. You know best what your clients need. We provide the resources and opportunity to help you succeed. Contact us to learn more.
We help make the transition easy and smooth for both you and your clients.
14 Year Veteran in the industry at a well-known wirehouse
Wirehouses have, at times, become increasingly complex and bureaucratic, potentially hindering an advisors ability to serve a client’s individual needs. At times, an advisor’s ability to grow their book of business has become harder due to limited branch resources, politics, and compliance requirements. The role of an advisor is changing with more emphasis put on selling bank products rather than providing independent investment advice. The opportunity and incentives to form a team with other advisors are lacking at big firms.OUR SOLUTION