FUELING GROWTH FOR FINANCIAL ADVISORS
While Stifel has all of the product offerings of the wirehouses, the additional support we offer our advisors is our biggest differentiator. Find out how we can help you embrace your entrepreneurial spirit, and take your business to the next level.
“Stifel is a powerhouse wealth management firm. One that enables growth by providing our advisors with the perfect combination of culture and platform. What is your firm doing to support your continued growth?”
—Ron Kruszewski
Chairman and CEO
FULL-SERVICE MARKETING
We’re here to help you reinvent your brand, engage your prospects, and ultimately grow your book of business. Whether it’s websites, social media, brochures, videos, announcements, or something else, we can do it all, so you can hit the ground running the day you start at Stifel.
And once you’re settled, our marketing team of writers, designers, strategists, and our compliance team are here to provide you access to the best tools, latest technology, and hands-on support needed to help your business thrive.
BEST-OF-BREED TECHNOLOGY
At Stifel, we’ve super charged our digital transformation by investing in technology built for advisors so that you can focus on your clients – and win new ones. Stifel Wealth Tracker is our client- and prospect-facing application that allows users to aggregate and view all of their financial information in one secure location. Like all of our applications, Salesforce was built based on feedback from advisors and their support staff, to better support their business. Addepar brings ALL of our advisors industry-leading client reporting software, and MoneyGuidePro helps them tune into the many needs of their clients.
We create solutions based on conversations with out financial advisors. You know, the people actually using the technology. They ‘ve told us they want simplicity, convenience, relevance, and agility. And we’ve delivered.
NATIONALLY RECOGNIZED RESEARCH
Stifel’s Equity Research Group consists of award-winning analysts, many with significant hands-on experience in their respective industries. The team offers objective, in-depth analysis and timely, actionable research ideas on more than 2,000 stocks across 13 sectors and geographies. Combined with KBW, Stifel operates one of the nation’s largest U.S. equity research platforms and is the largest provider of global small cap coverage.
ROBUST PLATFORM
At Stifel, you’ll find sophisticated resources for high-net-worth investors, all of the investment tools you need to serve your clients as you see fit, and more. Our platform is designed to meet the needs of any client. You should know, our platform also includes: high-net-worth division, Wealth Planning, Trust and Estate Planning, Stifel Bank, Corporate Services, and Cash Management.
HEAR FROM OUR ADVISORS
who have experienced significant growth
No Phone Trees
We don't believe in phone trees or 1-800 numbers for you or your clients. We're available to get you the answers you need -- when you need them.
Technology Built for Advisors
Technology that makes your life easier. Technology that frees up your time for clients. Technology built for you.
Hands-On Support
We’re here to answer questions and provide support on Stifel’s technology.
Let’s Talk
Your only regret will be that
you didn’t do it sooner.
