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Broker vs. Advisor (What's the difference?)
Manage episode 450040535 series 3615334
West Coast Financial Services에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 West Coast Financial Services 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.
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.
챕터
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)
9 에피소드
공유
