In starting Safe Money Assets Brokerage it is my goal to develop "partner" relationships with the producers that place their trust and business with me.  We are all working toward the same goals:

• Quality service and products for our prospects and clients;
• Commission income and "perks" for our efforts.

Having spent over 30 years in the financial services industry and nearly 20 of those in a sales support, advanced sales and brokerage manager capacity, I am determined to succeed in making Safe Money Assets Brokerage more than just another brokerage outlet for a multitude of producers. 

Many years ago a trusted mentor of mine shared this wisdom with me: "Producers come where they are invited and stay where they are welcomed."

I want to share with you the vision that I have for this brokerage agency.

• SMA Brokerage will be a "boutique" brokerage. I do not have nor do I want to develop a brokerage outlet that is trying to serve several hundred producers.
• SMA Brokerage will focus on a small number of solid producers. This will promote individual attention to your needs, your submitted business and your success. My goal is to keep the number of producers at less than fifty (50).
• SMA Brokerage wants to foster success with proven producers. I want to do business with people I know and people I trust.

Correspondingly with this approach, SMA Brokerage will do all it can to earn your business, and would ask each producer to strive toward a benchmark minimum of two applications per month. Of course, the more business we do the faster we can get to the commission income and the "Producer Perks".

So please accept my invitation and know that you are welcome. -- Paul R. Piche, CLU, ChFC

Click on these links to learn more: Beyond Products, Producer Information.