Home Office Support
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
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.