Financial Advisor Henry Bragg of Henry Bragg & Co. shares how the right conversation at Dimensional Fund Advisors led him in contact with Forum Financial Co-Managing Partner Jonathan Rogers, CFP® and Advisor Development Officer Brian Shapiro. In this video, he details how the value of the Forum Advisor Alliance’s (FAA) technology, compliance, trading and backoffice support was worth the investment. In his 20-year career, Henry has searched long and hard, working with three RIAs prior, and ultimately landing on FAA. Through real stories and insights from advisors like Henry who’ve made the transition, you can see how the FAA combines the freedom of independence with the strength of a collaborative network.
Watch the full video on YouTube to hear Henry’s transformative story firsthand.
Your journey to independence starts with a conversation. Schedule a call with Advisor Development Officer Brian Shapiro.
The above testimonial was provided by a current client of Forum Financial Management, LP. The client is a third-party registered investment adviser firm that utilizes Forum’s TAMP services in its advisory practice. The testimonial reflects the client’s personal experience and opinion. No compensation, cash or non-cash, was provided in exchange for this testimonial. The client does not receive any fee discounts, rebates, or other economic benefits for providing this statement. This testimonial may not be representative of the experience of other clients.
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