In an industry dominated by a few very, very large FMO’s, the $1-$3mm advisor can get lost in the background noise. This is where BIMS excels: helping independent advisors achieve the best for themselves, their clients and their families.
Since 2002 BIMS has focused on helping a small group (less than 100 by design) excel in niche markets, build new and satisfying client relationships and transform into the $3-$7 million practices that symbolize the line between struggle or prosperity in the independent channel.
Our founder and CEO John Davis' obsession is leaving things better than he found them, whether it's an old car, motorcycle or your financial services practice. At BIMS, John's team is passionate about making everything we touch better than when we found it.