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Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe
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Το περιεχόμενο παρέχεται από το Steve Sharp. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Steve Sharp ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors.
We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some time with Mike explaining it a bit further. If you think it might be something you want to implement, please reach out.
Here’s some of what you’ll learn in this episode:
· What is the self-directed brokerage account and what advantages does it provide to advisors? (1:08)
· How they help advisors identify companies that offer self-directed brokerage accounts. (6:05)
· The tools and resources Howard Capital provides. (9:36)
· This is an untapped market that could become a niche for advisors. (12:20)
Learn more about Mike: https://howardcm.com/index.php/meet-the-team/sales-team-michael-rowe/
If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/
To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/
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