TITLE

Leveraging Your Broker-Dealer

AUTHOR(S)
Cogan, Bob
PUB. DATE
February 2003
SOURCE
Advisor Today;Feb2003, Vol. 98 Issue 2, p22
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Focuses on how investment broker-dealers can help financial advisors improve their performance margins and client-relations. Analysis of the business transaction; Consideration of marketing advantages for business expansions; Consultation with colleagues on how to increase efficiency with technology.
ACCESSION #
9019993

 

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