A Game of Broker/Dealers

A Message from AP’s CEO Lon T. Dolber offers some frank discussion on B/D consolidation and why advisors are coming up short when they are thrown in the game of B/Ds.

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A Game of Broker/Dealers

It’s been a little over a year since I joined American Portfolios as a marketing strategist. In all the years that I’ve been working in financial services, the experience at AP has provided a unique opportunity to be a part of an exciting journey with a firm that has a vision and a plan to be a great company and the best service provider to its customers–the affiliated financial professionals–as an independent broker/dealer.

I particulary enjoy listening to CEO Lon T. Dolber speak about the state of our business and where its future lies. Being very accessible, one day I asked him if he would consider coming down to our in house studio in the marketing department—an asset, I should add, he was the champion for making become a reality—to share his views on B/D consolidation; it is a subject matter for which he has a great deal of passion and something he believes, in the long run, is not good for anyone.

IF you’ve haven’t watched the video yet, have a listen and let us know if it resonates with you just as it did with me and the many other affiliated colleagues who value their independence.

See referenced disclosure(s) (1) at http://blog.americanportfolios.com/disclosures/ .

 

About The Author

Kimberly A. Branch, CFP®

 

Vice President of Marketing Strategy 
631.439.4600, ext. 217 

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