ADVISOR WISDOM® - Applying Wisdom and Making Sense of Current Events and Industry Trends! Created by USA Financial® with Brent Enders, President; Mike Walters, Chairman and CEO; and Kenny Bryson, Chief Marketing Officer. This is not a consumer site. For Licensed Financial Professionals Only!


 
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Whos Client is it Anyway? (Posted on Wed, August 20, 2008 )
As a Financial Advisor or a Financial Professional is it your client? Is it the client of your Broker/Dealer? Is a client of the Insurance Carrier? Or is it You?
Listen Now - ( 7:53) Download Now
 
$300,000,000,000 is coming up for Grabs! (Posted on Wed, August 20, 2008 )
Information is based on the March 30th, 2007 ruling by US Court of Appeals for the DC Circuit that overturned the SEC Broker/Dealer Rule. This will have an effect on some $300 Billion Dollars in 1 Million different accounts.
Listen Now - ( 5:46) Download Now
 
 
 
 
 
 


 
 
 
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