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Can Small to Midsize Broker Dealers Survive?

Posted by Vanderbilt Financial Group on 8/1/17 4:40 PM

Guest Vlogger- Jodie Papike.png


Guest Vlogger: Jodie Papike, President of Cross-Search


Jodie Papike, President of Cross-Search, has been an amazing resource to us and we consider her to be a trusted and valued friend in the industry. In this vlog, originally posted on, Jodie explores the question, "Can small to midsize Independent Broker Dealers survive in the environment we are in today?"


Her insightful video illustrates how important it is to a broker dealer's success (and the success of their advisors) that they have a clear culture and set of values and goals, and also are dedicated to providing their financial advisors with innovate and state of the art technology. Both of these two ideas, in Jodie's opinion, are necessary to advisors to benefit from their BD and build success.


Jodie uses Vanderbilt's recent feature in InvestmentNews as an example of how an Independent Broker Dealer can in fact survive in today's environment through clear and specific messaging and comprehensive technology and support. 


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This content is property of Vanderbilt Financial Group and is not to be duplicated or redistributed without prior written consent. Not an offer, recommendation or solicitation to buy or sell. Further Information is available upon request.

About Vanderbilt Financial Group: Founded over 50 years ago in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is the Entrepreneurial Broker Dealer known as the Sustainable Broker Dealer and RIA committed to investing with purpose. Vanderbilt is a full service Broker Dealer and Advisory firm with a focus on Impact Investing. Vanderbilt's refreshing, unique, and innovative culture is a driving force to constantly strive to positively impact their community.

Topics: Independent Financial Advisor, independent broker dealer, Vanderbilt Financial Group

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