by Jeremy Belfiore | Oct 20, 2019 | News
Choosing the right broker-dealer for you and your clients I have spoken to 1000’s of advisors throughout my career and listened to each of them express why they are unhappy with their current broker-dealer and what they are looking for in their new broker-dealer...
by Jeremy Belfiore | Sep 23, 2019 | News
Having been a part of and knowing of many sales teams in the financial services industry I have experienced first-hand those teams that were successfully put together and those that were not. I have come to find it comical that sales managers believe that the more...
by Jeremy Belfiore | Sep 15, 2019 | News
September 15, 2019: To make a broker-dealer change or not to make a broker-change? Throughout my career in Business Development with different broker-dealers, I have always started off a conversation with a financial advisor by asking what they were happy about...
