Broker vs. Advisor (What's the difference?)

West Coast Financial Services

Brokers & Advisors have major differences in the following areas:

• Who they primarily serve
• How they are compensated
• The resources available to serve customers
• The Laws that govern them

In this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.

فصل ها

1. Broker vs. Advisor (What's the difference?) (00:00:00)

2. Broker vs. Advisor (Major Differences) (00:00:03)

3. The Broker Philosophy (00:01:24)

4. The Advisor Philosophy (00:02:49)

5. Compensation (00:04:00)

6. Portfolio Instability (00:05:55)