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Yearly Archives: 2022

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The Value Of Independence! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGDecember 13, 2022

  Today’s podcast is about the value of independence. And why seriously consider going in the banks and brokerage firms have become a real thorn in advisor sides. They’re more interested in shareholder value, they’re more interested in compliance are more interested in legal, and they’re interested in the lowest common denominator of the financial…

Value Of Banks And Brokerage Firms! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGDecember 13, 2022

  Today’s podcast is about the value of banks and brokerage firms. You know, banks and brokerage firms have gotten a pretty bad rap over these last few years of compliance, cracking down payouts being cut just more and more difficult to do business clients being charged fees going down, lack of control. And there’s…

$1B Lawsuit – SEC Requires Advisors to Turn Over Personal Cells

Article: Recruiting, PodcastBy TGGDecember 1, 2022

Is What Andy Sieg Says the Truth or Tea Leaves? 

Article: RecruitingBy TGGNovember 22, 2022

Understanding communications and signals has become something important for us all to understand in day-to-day living, in dealing with media, and now in our own jobs. In this article, we focus on what Andy Sieg at Merrill Lynch has being saying under the umbrella of Bank of America and Brian Moynihan. Before we do, let’s…

CTP or CCCP? Either Way It’s a Disaster – Brian Neville and Roger Gershman – A Podcast for Financial Advisors

Article: Recruiting, PodcastBy TGGNovember 22, 2022

Private Banking Models Versus Traditional Brokerage Models! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGNovember 16, 2022

This podcast is about private banking models versus traditional brokerage models. There is essentially a philosophical and economical war between models. You have on one hand the JP Morgan, the US trust the Citibank, the BoA model. Versus the Morgan Stanley the UBS, the Wells Fargo, Merrill Lynch, Stiefel, Nicholas and Ray J model. So…

Why Would You Ever Consider Leaving Your Firm In A Tough Or Bear Market? Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGNovember 8, 2022

Today’s podcast is about why would you ever consider departing your firm in a tough or bear market? Mean, frankly, it’s never a good time to exit. I mean, think about the last few years, I mean, the businesses have been booming and advisors to bring on new clients and bring on new staff. And…

Don’t negotiate your own deal! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGOctober 26, 2022

Why do advisors believe that they have the inside edge to negotiate their own deal and go direct advisors invariably know somebody on the inside of the, of the competition. They know senior leadership, they know the local manager, they might even know the CEO. They might be friends with them. They might be neighbors…

The Tug Of War Banks Versus Financial Advisors! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGOctober 24, 2022

This podcast is called the tug of war banks versus financial advisors. For years, there was a difference between banks and their products in their offerings, Merrill Lynch, UBS, Wells Fargo, Goldman Sachs, Morgan Stanley, Raymond James RBC, Hebert inquest, Alex Brown, Deutsche Bank. Lehman Brothers, Bear Stearns. And so each firm had their belly…

Why Your Business Just May Not Grow For The Next Decade ! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, PodcastBy TGGSeptember 20, 2022

This podcast is about why your business just may not grow for the next decade. Why not? Well, why wouldn’t we enter a bear market where markets are flat for 10 years, Stanley Drucken miller, who is one of the most respected minds on Wall Street, whose average any returns were 30% for almost 20…

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