It can be a tricky job to choose the right retirement strategy for each client’s temperament and personality. For this reason, Securities America, one of the country’s largest broker-dealers, created a system to simplify this process and enable its advisors to tailor plans to specific clients.
“I think this service, and the other support that we offer, is what attracts advisors,” says Zachary Parker, first vice president of income distribution and product strategy at Securities America. With it, “the only thing [advisors} need to do is to bring clients to the table and we can help them do the rest.”
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