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Time_For_A_Move_What_You_Need_To_Know_About_Changing_Brokerdealers
| Time For A Move? What You Need To Know About Changing Broker/dealers
Why do advisors change broker/dealers? The reasons are as varied
as the advisors themselves, but here’s the short list:
Advisors are unhappy with their current relationship. This is
largely because of things like the consolidation of insurance
companies and banks where significant management changes have
altered firms’ relationships with buyers.
Insurance companies that had been buying up broker/dealers for
the past 20 years are starting to divorce themselves of these
relationships. That kind of uncertainty is not too relaxing.
Management changes resulting from the consolidation of insurance
companies and banks have altered these firms' relationship with
buyers.
Advisors want increasingly better business support and marketing
services, better product offerings, higher payouts and
state-of-the-art technology from their broker/dealer.
Broker/dealers are paying much more attention to E
About the author:
Jonathan Henschen, CFS, President of Henschen
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