In this second episode of 2021, we chat about broker-dealers, how advisors partner with them, and why clients should care. How does this new world of social media and message boards change the landscape of investing and what regulation is needed? Do you know and understand all the products and solutions we offer - chances are, probably not! The topics and questions we cover are real-life questions asked by clients and prospects.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
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Commercials
Gothamlicious by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5741-gothamlicious
License: https://filmmusic.io/standard-license
Ice Flow by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3898-ice-flow
License: https://filmmusic.io/standard-license
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Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
