What Advisors Are Looking For When They Switch (or Ditch) BDs

Published on June 10, 2025

"Advisors are no longer hesitant about leaving" when they're dissatisfied, Derrick Friedman of Broker Dealer Change says.

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4 Expert-Backed Tips for Choosing the Best Healthcare Proxy

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When it comes to selecting a person to be a healthcare proxy, here are a few characteristics that advisors can encourage their clients to consider.

Stop Being One of Many

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Virtually all the marketing activities are exactly what other advisors are doing as well. Never follow the crowd.