Brecek & Young offers a service structure that is readily available when you need assistance. We have specialists that have the expertise to address your needs quickly and efficiently. At Brecek & Young, the representative is our client.
SERVICE STANDARDS
Brecek & Young representatives and associates developed “Company Service Standards” for all corporate associates. The representatives gave input on the policy and procedures that are expected from the corporate office. From phone calls to processing, associates are given service standards to respond promptly to the representatives. Associates are held accountable for adhering to the service standards, and are a part of their annual performance review.
In addition, Brecek & Young’s home office to representative ratio ranks at the top of the independent broker dealers. We are always striving to maintain superior service to our representatives.
SALES SUPPORT
Brecek & Young has an internal sales team that can assist you with any product or case support questions. We also employ individuals that can travel out to your office to help you bid on group accounts, provide training, and assist in transition.
Brecek & Young also writes a weekly e-newsletter and a monthly hardcopy newsletter to keep you on top of what is occurring at Brecek & Young and in the industry.
INSURANCE SUPPORT
Brecek & Young utilizes Independent Marketing Organizations to assist with our insurance business. These organizations assist our representatives in the form of education, marketing, sales assistance, underwriting support, and illustrations.
MARKETING SUPPORT
Brecek & Young provides a stream of information and tools that serves as an extension of your sales efforts to help grow your business. This includes:
- Marketing Brochures
- Direct Mail Prospecting Support
- Press Releases
- Sales Ideas
- Newsletters
- Advertisements
- Flyers
- Client Presentations
- Seminar Support
- Personalized Websites
Our goal is to keep you competitive with the latest information, innovative sales ideas and practice management resources. We provide:
- Office Meetings (at your office)
- Conferences
- Networking Opportunities
- Online Educational Opportunities (including CE)
- Proactive, Customized Practice Management Assistance
COMPLIANCE
Our business-friendly compliance department offers you sales protection in an increasingly regulated environment. Registered Representatives are more closely scrutinized than ever before and need to trust and depend on the institution required to guide and protect them. The number one priority of the Compliance Department is assisting you in running your practice and protecting you from unnecessary risk due to continuing changes in the regulatory environment.
The Compliance Department is committed to ensuring that we comply with all federal and state securities laws, as well as the rules and regulations of the various regulatory organizations that provide investor protection.
