FAQ

Why use the McLean Group?

When thinking about moving your business to a new firm it requires a lot of time, preparation and carefully planned steps. At the McLean Group, we take as much stress out of the transition process as possible by taking the time to truly understand your needs as an advisor so that we can match you with a broker dealer that corresponds with your culture and business mix. We’re confident with our approach we’ll find the one that properly suits your business needs. Moving doesn’t have to be painful; you just have to know the right people!

Why shouldn’t I call firms directly?

Navigating today’s landscape of independent broker dealers can be challenging. They all look attractive and have their own strengths, but knowing which one is right for your specific needs requires an expert in the field. This is where the McLean Group will separate and distinguish which one is right for your business type.

Will your compensation affect my deal/package?

No. We are completely free to the advisor. Our compensation is covered by the firms we have contracts with.