Avoid These Marketing Mistakes

Avoid These Marketing Mistakes

    Marketing guru Joe Chernov once said, “Good marketing makes the company look smart. Great marketing makes the customer feel smart.” As a financial advisor, your marketing plan may make the difference between your business thriving and your business...
What to Do When Your Broker-Dealer Gets Acquired

What to Do When Your Broker-Dealer Gets Acquired

You’ve heard rumors circulating for some time now that your broker-dealer may be merging or outright acquired by another firm. Then, speculation becomes reality — the firm has just been sold. What do you do now? READ MORE   TRENT R. GAIN, AIF®, CRPC®, AAMS®...
Plug Into the Grid

Plug Into the Grid

A team of hybrid advisors in Pennsylvania has launched a full-service business platform for FAs looking to go independent. Anthony Conte, Frank Conte and Trent Gain have established a platform called The Independent Grid. Cambridge Investment Research will serve as...
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