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...

How Difficult Is It to Change Broker-Dealers?

By Caleb Callahan, CFP®, President, Valmark Financial Group Changing your broker-dealer or registered investment advisor can be complex and challenging. Yet, the reward is well worth the work if you pick the right partner. The right partner can transform your practice...