Advisors IN Search Of The Ideal Broker- Dealer - InvestingChannel

Advisors IN Search Of The Ideal Broker- Dealer

Author: United Planners Financial Services of America, A Limited Partnership


Many financial advisors are frustrated with their broker-dealer for a number of reasons, profit squeezing, rising costs, lack of continuity and stability to name a few, but it doesn’t have to be that way.

Download your free whitepaper and learn seven important characteristics to consider when choosing a broker-dealer partner. The paper covers the following:

  • The challenges advisors face selecting a broker-dealer partner
  • The seven characteristics of the ‘ideal’ broker-dealer
  • Case studies and more

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