WealthManagement Magazine

Going It Alone

Meet two reps who purposely shun broker partnerships. They like working on their own and finding ways to keep it simple.Teamwork is in style today. The thinking is that reps must band together to deal with the market's complexities. Soloists can't cut it anymore.While they may be considered unfashionable, hoards of brokers still serve clients with their own two hands and not a whole lot more.Amid

Meet two reps who purposely shun broker partnerships. They like working on their own and finding ways to keep it simple.

Teamwork is in style today. The thinking is that reps must band together to deal with the market's complexities. Soloists can't cut it anymore.

While they may be considered unfashionable, hoards of brokers still serve clients with their own two hands and not a whole lot more.

Amid all the team-building rhetoric, it's possible to forget that a broker can make trades and call the shots for clients independently. And those who do it say there's a certain satisfaction in working alone.

"I don't see any advantage in doing things 50-50," says one. Another says, "I'm the one in control, and that's the way I like it."

Meet two single-minded reps and see what makes them tick. Learn the business strategies and timesaving techniques that give them the freedom to be one-man bands.

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