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Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe
Manage episode 354018660 series 3392960
Steve Sharp에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Steve Sharp 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors.
We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some time with Mike explaining it a bit further. If you think it might be something you want to implement, please reach out.
Here’s some of what you’ll learn in this episode:
· What is the self-directed brokerage account and what advantages does it provide to advisors? (1:08)
· How they help advisors identify companies that offer self-directed brokerage accounts. (6:05)
· The tools and resources Howard Capital provides. (9:36)
· This is an untapped market that could become a niche for advisors. (12:20)
Learn more about Mike: https://howardcm.com/index.php/meet-the-team/sales-team-michael-rowe/
If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/
To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/
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