Best Practices and Key Points for Broker Dealers to Better Protect Financial Advisors

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  • 05 mins 12 secs
When it comes retirement of advisors, one of the difficulties is retaining those accounts and asset that have been transferred over. Sigma Financial's Chief Technology Officer, Terry Delongchamp, sits down to discuss the key takeaways of Broker-Dealer discussion and how important it is to retain accounts and assets that are handed down from retired advisors.


Sigma Financial Corporation