Brokers  & Advisors have major differences in the following areas:<ul><li>Who they primarily serve</li><li>How they are compensated</li><li>The resources available to serve customers</li><li>The Laws that govern them</li></ul>In this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.

Brokers & Advisors have major differences in the following areas:Who they primarily serveHow they are compensatedThe resources available to serve customersThe Laws that govern themIn this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.

Brokers&nbsp; &amp; Advisors have major differences in the following areas:<ul><li>Who they primarily serve</li><li>How they are compensated</li><li>The resources available to serve customers</li><li>The Laws that govern them</li></ul>In this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.

Broker vs. Advisor (What's the difference?)

Investing &amp; Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly.&nbsp; As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you. Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!

Business

Investing

Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly.  As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you. Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!

Share Broker vs. Advisor (What's the difference?)

Sign up to save your podcasts

Broker vs. Advisor (What's the difference?)

Broker vs. Advisor (What's the difference?)