1202 Troy Schenectady Road
Experienced Advisors often have similar reasons for considering independent firms. Below is a list of reasons we regularly encounter...
It is important to remember that Thoroughbred Advisors was founded by Conor Boyd who spent the first decade of his career with a Fortune 500 company. When he left to create Thoroughbred Advisors he did so with the vision of addressing many of the things he felt were lacking at the larger national firms. Some thrive in that environment but many feel there might be something more. Connect with us to learn more about our opportunities. If you don’t choose us, we would be honored to be your first, second choice. Regardless of the company you represent, we have a deep love for our industry and those who work tirelessly to help others.
Work closely with our Director of Selection and Development and our Managing Partner to decide which affiliation option is best for you.
The contracting process includes typical pre-hire actions like completing an online application, authorizing a background check, and providing previous employment information. In the past, we have seen this process be completed in as little as two weeks, and as long as a month or so.
Attend in-office training that we host multiple times per week and get engaged with the team while waiting for your contract to process.
Meet with our Marketing Coordinator to create your personalized Marketing Approach.
Familiarize yourself with Thoroughbred's resources and product offers through research and training modules.
Ensure that you have technology that meets compliance standards. This usually includes Apple products and PCs with Windows 10 Pro.
Our Director of Selection and Development will work with you every step of the way!
Director of Selection & Development
Courtney Schingledecker is the Director of Selection & Development at Thoroughbred Advisors. In this role, she is utilizing her recruiting background to build a team of financial and insurance professionals in the Capital Region.