Passion is essential for growing your business as an advisor, but most broker dealers don’t exactly support that vibe. In fact, the protocols in place at many of the larger broker dealers are a de-motivator that stifles even the most passionate advisor’s enthusiasm.
Topics: Financial Advisors
There is a lot of fear and confusion surrounding the massive Equifax data breach which has affected millions of Americans. We’d like to share our Chief Compliance Officer, Barry Champney’s initial reaction to this breach which is relevant and helpful to both Financial Advisors and their clients.