Summary
In this episode, I talk about a few recent industry articles that give examples of how the employee financial advisor model might differ from the independent model. The articles discuss pay grid changes, advisor retirement payouts and business structures
In this episode you will learn:
- My thoughts on payout grid changes and other employee financial advisor-type issues
- How these changes differ from the independent model
- How to be awesome....(obviously)
Show links Sean mentions in the podcast:
- On Wall Street: Merrill Lynch raises the bar on broker pay
- On Wall Street: Making retirement rewarding
- Investment News: Advisers seeks independence, but less often as entrepreneurs