Real feedback from real advisors.
Don’t just take our word for it.
Consider these real-world experiences
of actual SCF advisors.
SCF has set themselves apart by making a complicated business simple.
I was not used to the helpfulness … Reminds me of the Ritz Carlton service model.
Never worked with anyone so on the ball; the smoothest of all firms I’ve worked with.
At SCF, you’re surrounded with problem solvers. Support doesn’t get any better.
This is the first company that sounded good going in — and actually delivered.
Other firms will not do what SCF does. Extremely satisfied is an understatement.
I finally feel that I am with a firm that cares … about me and my clients.
SCF is better than good … very impressed with the high caliber of your service.
I couldn’t ask for more from a back office … this is my last stop in my career.
part of SCF.
Jerry, North Carolina:
“The help that I’ve gotten from everybody I’ve spoken with over at SCF has been just really, really good. Helpful, friendly, cheerful, get back to you quickly, accurately… haven’t had any issues whatsoever. It’s just been really amazing!”
“I couldn’t ask for more from a back office firm. I hope this is my last stop in my advisory career. Instead of being the people who take 10 points of revenue away, you become business partners and friends.”
“Your approach to business includes a broker-dealer concern that we all grew up with in this business and after working with other firms, it’s truly a pleasure getting back to a caring BD. As [another advisor] so eloquently put it, we all hope that this is our last broker-dealer.”
“SCF has set themselves apart by making a complicated business simple—not only for us advisors, but for clients, as well. It’s nice to deal with a BD that cares about us as individuals and not just about our revenue.”
“Everyone at SCF has been great in walking the walk. They don’t just talk the talk. SCF is customer service-oriented and so very helpful. Transitioning isn’t an easy process, but SCF made it feel easy.”
“From my past years in the business I have learned to appreciate the good things in life. SCF is one of those good things!”
“This is the first company that sounded good going in — and actually delivered.”
“[SCF] is the third broker-dealer I have been with and—by far—the most professional and easy to work with. Transitions are a pain, but the SCF team made it much easier. My clients recognized the professional way SCF worked with me and their fears and concerns about moving their money was eased.”
“With a professional background from the ‘biggest and best’ of both wirehouses and independent broker-dealers, the support and responsiveness by the SCF home office is the best that I have ever experienced. I do not feel like just another cog in the wheel of a financial machine…that is a very good feeling.”
“We appreciate SCF’s competent and happy staff. I am very glad that I made the decision to join SCF two years ago. It’s a pleasure to work with happy individuals.”
“SCF has a team in place that will free you up to be an advisor. I have transitioned to other firms; other firms will not do what SCF does. Extremely satisfied is an understatement.”
“Having only worked at wire houses, I was not used to the helpfulness and good nature of everyone in the home office. Reminds me of the Ritz Carlton service model.”
“SCF [is] better than good. We on our end are very impressed with the high caliber of your service.”
“Thank you for such a great conference in Coronado. [It] was wonderful & our office had a really good time…. We love being a part of SCF.”
“I finally feel that I am with a firm that cares…about me and my clients. That security is so important for me…and them.”
“[The back office staff] has been invaluable and has made the technology transition very easy.”
“I wanted to take a minute to let you know my appreciation of the great work by your staff members. Each of them is very proactive, timely, and considerate when responding to issues I present them. I know that when I email or call, that they take my requests seriously and make it a priority, which makes my job a bit easier … I’m glad to see a company looking for better alternatives instead of staying status quo.“
“I have never worked with anyone in licensing who was so on the ball — the smoothest of all the firms I’ve worked with.”
“My transition has been the best I’ve ever done. It has been everything [SCF] said it was going to be and the SCF staff is great. The [transition] experience is never easy, it’s arduous and time consuming. No [transition] is perfect but the staff at SCF is nearly perfect. ‘Nearly perfect’ because the prevailing culture of SCF is that of an optimistic, caring partnership. At SCF, you’re surrounded with problem solvers. Support doesn’t get any better.”