8 Factors to Evaluate When Choosing a Broker-Dealer

By Caleb Callahan, CFP®, President, Valmark Financial Group Choosing a broker-dealer is one of the most important decisions you will make as a financial advisor. Here are 8 factors to consider when exploring the right partner for you: 1 OwnershipWho owns the...

Are You Getting the Best Broker-Dealer Payout Rate?

By Caleb Callahan, CFP®, President, Valmark Financial Group A broker-dealer payout rate is the percentage of fees or commissions financial professionals receivefrom the revenue generated by their services. Payout rates vary by firm and business model. Here are seven...