You Are Probably Wondering Who Sent You That Thing in the Mail

It was us, the CFD Companies, and here is why:

If you are holding a clicker counter and a crossed-out rep number, you are not alone.

We sent it to you on purpose.

At many large firms, advisers become numbers. Rep codes. Grid slots. Production lines. It works for scale, but it does not always work for people or their clients.

The counter represents how often advisers are measured instead of known.

The crossed out rep number represents what we believe is broken in this industry.

You are not a code. You are not a line item. You are a professional who built trust with real people living real lives.

That matters.

CFD Companies partners with independent financial advisers across the country through our dual Broker/Dealer and Registered Investment Adviser platforms. We are intentionally boutique by design, which allows us to know the advisers we work with, support their businesses closely, and adapt to how they actually serve clients.

We partner with advisers who want independence without isolation.

That means personalized support instead of call centers, flexibility instead of rigid models, and a relationship built on trust rather than headcount.

We work with advisers who want to build intentionally, serve clients well, and create something that lasts. If this message resonates and you are open to a brief conversation, we would love to learn more about you and your practice.

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