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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  • 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 ...
    09/16/2016 - 1:00 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
  • State officials to flag brokers with disciplinary history selling insurance
    And so the National Association of Insurance Commissioners is developing a program that would inform state insurance departments about insurance professionals in their state who have a disciplinary history with the Financial Industry Regulatory Authority ...
    06/5/2015 - 7:20 am | View Link
  • The Truth About Insurance Brokers Who Sell Annuities
    It’s similar to a Coke or Pepsi product salesperson with various flavors to offer their clients; the only difference is in America we call our financial product salespeople financial advisors, rather than salesmen. As a fee-only fiduciary advisor ...
    02/12/2014 - 11:00 am | View Link
  • Brokers Are Salespeople, Not Financial Advisers
    Stockbrokers facing the general investing public working for JP Morgan Chase, might have business cards with a title of “financial adviser,” but just like the people you meet when you walk into a car dealership, they are salespeople. They are rewarded ...
    07/11/2012 - 10:33 am | View Link
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  • Salespeople
    First, the salespeople "buy in" to the prospects' perceptions about their problems, which rarely touch on the real causes for them.
    09/23/2016 - 1:40 am | View Website
  • Financial Fortress Radio | Fortress Estate Solutions ...
    We are going to let you in on an industry secret: The odds are that you and 96% of the investors reading this for the first time have their investments and retirement ...
    09/22/2016 - 2:56 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 ...
    09/21/2016 - 1:45 pm | 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 ...
    09/21/2016 - 9:13 am | 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 ...
    09/21/2016 - 3:58 am | View Website
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