Valmark Learning Center
One place to get answers to your most pressing questions as a financial advisor or client.
5 Questions to Consider When Choosing Between a Fee-Only and Fee-Based Financial Advisor
Which type of financial advisor is best for clients? Here are five questions to consider when choosing between fee-only vs. fee-based financial advisors.
6 Things to Consider Before Taking Upfront Money to Change Broker-Dealers/Ria
As a financial professional, you might be offered a considerable upfront sum of money to work with a new firm. Before you take the money, here are 6 things to consider that many professionals do not.
8 Factors to Evaluate When Choosing a Broker-Dealer
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.
Are You Getting the Best Broker-Dealer Payout Rate?
A broker-dealer payout rate varies by firm and business model. Here are seven key things to consider when evaluating a firm’s payout schedule.
How Difficult Is It to Change Broker-Dealers?
Changing your broker-dealer or registered investment advisor can be complex and challenging. Here are 6 tips for a smooth broker-dealer transition.
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