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Broker vs. Advisor (What's the difference?)
Manage episode 450040535 series 3615334
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Brokers & Advisors have major differences in the following areas:
- Who they primarily serve
- How they are compensated
- The resources available to serve customers
- The Laws that govern them
In this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.
Chapitres
1. Broker vs. Advisor (What's the difference?) (00:00:00)
2. Broker vs. Advisor (Major Differences) (00:00:03)
3. The Broker Philosophy (00:01:24)
4. The Advisor Philosophy (00:02:49)
5. Compensation (00:04:00)
6. Portfolio Instability (00:05:55)
4 episodes
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