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Wealth Professional | 05 Aug 2014, 11:51 AM Agree 0
A new U.S. advisor firm hopes to create a mutual-based advisor network.
  • Brad jardine | 05 Aug 2014, 12:54 PM Agree 0
    I believe the vast majority of clients are not concerned with the name on the door, probably never were. Most clients don't even remember the name that goes on the cheque for deposit until you remind them. They are coming to see us for the trust and confidence in the relationship. Any advisor that has chosen or been forced to change dealers and have retained 90% or more of their client base already knows its them and not the logo. Grid model has never made sense from an advisor's perspective, collaborative model here and a flat fee system deserve serious consideration. buy the banks for the yield only, don't throw away your well deserved compensation to enhance it.
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