Show notes
In this second episode of 2021, we chat about broker-dealers, how advisors partner with them, and why clients should care. How does this new world of social media and message boards change the landscape of investing and what regulation is needed? Do you know and understand all the products and solutions we offer - chances are, probably not! The topics and questions we cover are real-life questions asked by clients and prospects.Host: Constantine J Kitrinos, CPFACo-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth ManagementLink: https://www.monarchwealthmanagement.comCredit below for music used in commercials intros/outros etc.-------------------------------------------------------------------------------------------------------------------------------------------------------------------CommercialsGothamlicious by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5741-gothamliciousLicense: https://filmmusic.io/standard-licenseIce Flow by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/3898-ice-flowLicense: https://filmmusic.io/standard-license-------------------------------------------------------------------------------------------------------------------------------------------------------------------DisclosureInvestigations by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/3924-investigationsLicense: http://creativecommons.org/licenses/by/4.0/



