Leveraging Your Affiliations - Business Management for Financial Advisers

Successful advisory practices also leverage their affiliations with broker-dealers, custodians, or turnkey providers. However, some advisors take a very narrow view of these relationships by thinking only in terms of cost. One support system isn’t necessarily better than another; each is simply different. To maximize the potential of the firm, we should always select a broker-dealer in terms of your strategy.

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