Mapping Your Journey: Can I Really Use What I Like?

Episode 10: Mapping Your Journey: Can I Really Use What I Like?

Financial advisors need to ensure their clients will have access to great products and services when they transition to the independent space. Mutual funds, stocks and bonds all appear to be simple to transition, but what about things like precious metals, alternative investments, and corporate trusts? Cost of goods sold (COGS) is also important to entrepreneurs. We will investigate these topics and more as we talk about how to meet and exceed client expectations in a new environment. Joining us this episode are Louis Diamond, Executive Vice President and Senior Consultant at Diamond Consultants and Nick Gerace, Senior Vice President of Investments at Dynasty Financial Partners.