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Wealth Management
Nine Ways to Evaluate an IBD
Mindy Diamond May 15, 2015

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High-Net-Worth Support
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Does the IBD have the platform and resources to support your HNW clients?

 

While your client “sweet spot” might be the $1-3 million range, you may also have a few higher-net-worth clients or prospects who require more sophisticated investments. Be sure that the firm can support your present and future clients’ spectrum of needs. Some larger b/ds offer distinct divisions for the HNW focused advisor, as well as a family office division.

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2021 IBD Report Card
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