TITLE

Respecting Independence

AUTHOR(S)
Sarappo, III, Joseph
PUB. DATE
September 2007
SOURCE
Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the importance of professional independence for financial planners. Joseph Sarappo III is presented as an example of a professional who left his position with an insurance broker to find a firm that greatly valued his business. He joined with Securities America for their respect of independence, culture, and technology. Within two years with Securities America, Sarappo's production doubled, which he attributes to the support and infrastructure at Securities America. Securities America offers programs and products for wealth management, integrated technology, and practice management.
ACCESSION #
26475396

 

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