What Advisors Should Do When Your Broker-Dealer Sells (Ep. 18)

When your independent broker-dealer sells, it can change everything about how you serve clients and run your business. In this episode, Daren Blonski and Carmine Corino break down what happens when your firm sells or changes direction and what you can do about it. From evaluating alignment and fiduciary responsibility to exploring independence, they share …

Read More Read More