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S7, Episode 37 - Why I Hate Broker-Dealers

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Manage episode 348026131 series 2360913
Content provided by Dave Denniston. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Denniston or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway? 🤔

This podcast will enlighten you and makes you understand what a broker-dealer environment looks like.

In this episode, Dave talks about…

  • The reason why he hates broker-dealer
  • A little bit of story about his internship in the Financial advisor industry
  • Why it turns out to dislike to hate?
  • is a broker-dealer environment more on bad people?

Resources Mentioned:

Ebook to Road to Retire Contact: 833-343-2986

Contact Dave for a free 30mins strategy session: (612) 284-2409

Connect with Dave:

dave@daviddenniston.com

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 episoade

Artwork
iconDistribuie
 
Manage episode 348026131 series 2360913
Content provided by Dave Denniston. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Denniston or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway? 🤔

This podcast will enlighten you and makes you understand what a broker-dealer environment looks like.

In this episode, Dave talks about…

  • The reason why he hates broker-dealer
  • A little bit of story about his internship in the Financial advisor industry
  • Why it turns out to dislike to hate?
  • is a broker-dealer environment more on bad people?

Resources Mentioned:

Ebook to Road to Retire Contact: 833-343-2986

Contact Dave for a free 30mins strategy session: (612) 284-2409

Connect with Dave:

dave@daviddenniston.com

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 episoade

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