Broker Dealer Forum
Broker/Dealer Forum is about timely subject matters that relate to broker/dealers. Many of the topics are discussions with heads of broker/dealers, and/or the overseers of the business development departments as we discuss topics that relate to their firm. Furthermore, we'll have general discussions about the value each particular firm brings to their advisors. Occasionally, we'll talk and expound on one of the many articles I've written for ProducersWeb.
Episode 004 2007-05-07 |
Commonwealth Financial Network discussion on how Practice Management can transform an Advisor's practice.
Episode 003 2007-02-21 |
Wall Street Financial Group discussing the challenges that smaller broker/dealer face.
Episode 002 2007-01-16 |
Plan Member Securities discussion on how they help Advisors with Marketing themselves and servicing clients.
Episode 001 2007-01-09 |
Geneos Wealth Management discussion on where broker dealer technology is headed and how technology aids a practice.
Comments/Questions |
Articles by Jon Henschen |
 | When Your Broker/Dealer Relationship Goes Bad |
|---|---|
| The Top 5 Reasons Advisors Change Broker/Dealers |
| More (2) |