Home Office Support

Minimizing Stress to,
MAXIMIZE YOUR POTENTIAL

When you're a Berthel Fisher financial professional, we want you to always feel like you're getting the support you need. That's why we have a real person answering our phones and getting you to the team that is always ready to take care of you.

Transition Assistance

We understand that the transition process can be challenging. Our dedicated team is here to help take the anxiety out of your transition so you can focus on the excitement of growing your practice. Making the decision to transfer your business is not something you take lightly and neither do we. Although the process can seem overwhelming at first, with our specialized staff we’ll provide hands-on transition support, so you’ll be in a position to get up and running quickly and successfully.

Rep Resource Center

Our rep resource center serves as an extension of your business. And, you won’t be on hold with an automated menu, or talking with personnel only known by their badge number. You’ll receive personalized support by working with the same team of home office personnel who are familiar with your needs.

Trading Desk

We’re always working to provide you the very best resources so you can boost your profits and meet all of your clients’ needs. Our full-time traders are available as a resource for your practice, along with bond support, they also provide assistance with IPOs, equity trades and more.

Tech Support Team

We have a dedicated tech department to assist with your everyday technology needs. Not only are they a resource for our platforms, but they can provide hardware and software recommendations, and offer remote assistance when a call just isn’t enough. With our skilled team, you can rest easy knowing your technology will be operating smoothly.