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