Nerd's Eye View

NOVEMBER 14, 2022

But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients, but by how effectively they could sell the financial products for which they were usually compensated via commission.

Recruitment 238

Recruitment Clients Commission Financial Advisor 238

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

Nerd's Eye View

AUGUST 6, 2024

What's unique about Jaime, though, is how his firm has grown to more than $1 billion in AUM over the past 20 years in part by making a series of 6 acquisitions, typically buying mixed fee-and-commission practices from retiring advisors in his local area and converting them into ongoing recurring revenue financial planning clientele.

Commission 130

Commission Retirement Financial Advisor Recruitment 130

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