 Lending may very well become the distinguishing attribute of a firm’s service offering that attracts both new clients and additional wallet share from existing clients as well.”Matt Sonnen,CEO and founder, PFI Advisers. |
How RIAs can compete in the lending game
Matt Sonnen | Financial Planning, March 2017
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Summary: Too many wirehouse brokers considering going independent are led to believe that once they leave their bank-owned brokerage they will no longer have access to sophisticated lending tools to offer their clients, such as competitively priced margin loans or home loans.
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