More than just partners

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, CPFA Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc. ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Commercials Gothamlicious by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5741-gothamlicious License: https://filmmusic.io/standard-license Ice Flow by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3898-ice-flow License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Disclosure Investigations by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3924-investigations License: http://creativecommons.org/licenses/by/4.0/