Jon Henschen

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Coach Class Conundrum for Financial Advisors

The “Coach Class” Conundrum

Why Financial Advisors Deserve a Little More Leg Room

Your seat doesn’t recline. The noisy child behind you keeps kicking your chair. The guy in the window seat climbs over you ten times to stretch his legs. The lady behind you constantly stands over you to get things out of her purse in the overhead luggage compartment. And, of course, there’s the line of people waiting for the lavatory, all of whom feel a need to lean on your headrest while they wait.


6 Overlooked Criteria for Broker-Dealer Due Diligence

When investigating a new BD, you may not be looking at the following criteria—but you should

It’s not surprising that when the majority of registered reps look to change their broker-dealer, they tend to focus on short-term factors and immediate satisfaction. Quick relief in the form of better technology and payout, ticket charges, expenses and transition support can be very attractive. However, focusing on the long-term benefits will go a lot further in securing a new broker-dealer relationship that will last.