The Impact of Broker-Dealer Culture on Advisor Success

When financial advisors contemplate changing their broker-dealer, the focus often gravitates toward factors like technology, payout structures, and support services. However, one crucial yet sometimes overlooked aspect is the broker-dealer’s culture. The culture can significantly impact an advisor’s career satisfaction, client relationships, and overall success. In 2024, with ongoing industry consolidations and mergers, understanding and […]

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