Brokers Are Salespeople, Not Financial Advisers

Does your broker have your best interest in mind? Find out why you may be the only one looking out for your money.

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  • Podcast: 7 success traits of brokers, managers and team leaders (part 2)
    Learn each of your agents' "financial personality style" without judgment of it ... Great brokers, managers and team leaders know that teams are great, but true salespeople want to be held responsible individually They know that weak sales people want ...
    10/18/2016 - 11:40 pm | View Link
  • Affinity Marketing: Large Brokers Say No to Costco but Not to Affinity Programs
    Salespeople around the country heaved a huge sigh of relief ... and AmeriNet, a newly formed financial services company. But any celebration has surely been muted now that other, smaller brokerages have jumped into the void left when Washington state's ...
    10/16/2016 - 1:00 pm | View Link
  • Morgan Stanley Brokers Pushed Loans to Win Dinners
    This is true of fiduciaries: Many lawyers bill by the hour, so they have financial incentives to bill more work to their clients. It is true of non-fiduciaries: Car salespeople get paid for selling cars, so they have financial incentives to push customers ...
    10/3/2016 - 11:30 pm | View Link
  • 6 Ways to Avoid Brokers' Sketchy Sales Tactics
    While what comes out of boiler rooms may be the most quintessential example of these types of tactics, a number of different professional financial experts ranging from stock brokers to insurances salespeople may use similar strategies to sell financial ...
    12/23/2015 - 12:32 am | View Link
  • ‘Brokers are educators, not salespeople’
    Michael Teterin, managing director of Sydney brokerage Prosperity Finance, said brokers need to portray themselves as “educators to their clients, not salespeople” in order ... about one of the most serious financial decisions in their life, but ...
    07/22/2015 - 12:58 pm | View Link
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  • Real Estate Brokers and Salespeople Consumer Fact Sheet
    Licensed Brokers and Salespersons. Only licensed real estate brokers and salespersons can assist you with the purchase, sale, lease or exchange of real property.
    10/21/2016 - 2:00 pm | View Website
  • What is Investment Counsel compared to other financial ...
    What is Investment Counsel compared to other financial service providers? Source: Investment Counsel Association of Canada, 2002: Choosing an investment advisor need ...
    10/18/2016 - 8:16 pm | View Website
  • Brokers |
    There are various types of investment professionals. And the products and services each type can—or cannot—provide will depend on the license(s) and training the ...
    10/18/2016 - 2:18 pm | View Website
  • Field Guide to Women In Real Estate |
    Women and the Real Estate Profession. 5 wardrobe staples for women in real estate, (Inman, May 15, 2015). Trailblazer for women in real estate, (Triangle Business ...
    10/18/2016 - 11:05 am | View Website
  • Chapter 4735: REAL ESTATE BROKERS
    Chapter 4735: REAL ESTATE BROKERS. 4735.01 Real estate broker definitions. As used in this chapter: "Real estate broker" includes any person, partnership ...
    10/18/2016 - 7:51 am | View Website
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