Sound impossible? Not really.
Considering the markets ending up 20% in 2009, one might expect gross production to reflect the same. Not so, according to Carri DegEnhardt-Burke of Degenhardt Consulting in Jersey City who found that just one in 10 brokers enjoyed significant growth in 2009.
Read more on Financial Advisors Who Grew Their Business In 2009…
Financial advisory professionals now can use social networking to expand their businesses while still being in compliance with the Securities and Exchange Act of 1934.
The new site, http://www.linkedfa.com/ provides free membership to advisors and their clients. The privately owned Coral Springs, FL based allows financial advisors to retrieve records of communications between an advisor and a client, blog posts, comments and instant messages, along with shared documents and other public or private correspondence.
Read more on New Website Claims It Meets FINRA Regulatory Requirements…
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