Blogs

Maximizing your broker-dealer relationship can be crucial to your success as a financial advisor or broker. Here are five ways to make the most of your broker-dealer relationship…  Communicate regularly:  Communication is critical to any successful relationship, especially for your broker-dealer relationship. Regularly communicate with your broker-dealer about your business goals, challenges, and opportunities. This

Dave Reyna is the chief executive officer of RepRecruit, LLC, one of the top recruitment firms for independent financial advisors, wirehouse representatives, and highly-ranked broker/dealers across the United States. Dave’s career history is a testament to his hard work and resourcefulness. From his first role in the finance sector, to his current appointment, he has continually

The big four, Merrill Lynch, Wells Fargo, Morgan Stanley and UBS are now losing more reps to independent broker-dealers than ever before. In the past, wirehouse advisors felt the need of a big brand like the bull at Merrill Lynch or the stagecoach at Wells Fargo to gain trust and assets, but that is far

Sound unreasonable? Yes, because it is! It is possible to get one or the other but not at the same time. If anything, payouts are going lower and lower every year. However, there are more important issues looming over the Broker-Dealer industry, and it’s not the end of the world as predicted for September of 2017,