Nerd's Eye View

OCTOBER 3, 2022

While the growth of DPL’s marketplace may itself usher in a greater level of annuity competitiveness, as companies are forced to compete for RIA attention not by offering the biggest commissions but by offering the best features and benefits to get through the RIA-as-gatekeeper.

Commission 246

Commission Financial Planning Ethics Planning 246

Nerd's Eye View

SEPTEMBER 13, 2022

In this episode, we talk in-depth about how Carolyn grew her career to become a leader in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to shift away from solely commission-based models and add advisory models, the paths that Carolyn navigated at companies like H.D.

Financial Advisor 238

Financial Advisor Financial Services Ethics Recruitment 238

Don Connelly & Associates

SEPTEMBER 23, 2024

As you might already know, financial advisors need to be good business people to succeed, which entails having a solid business plan, creating an ideal client profile, developing project management skills, and acting and thinking like a CEO.

Financial Advisor 52

Financial Advisor Business Planning Clients Planning 52

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Most brokerages no longer charge trading commissions which is a huge saving for us! They then earn a commission on the products that they sell.

Accounting 105

Accounting Investing Investments Media 105