Are you turning down prospects?

Are you turning down prospects? If you’re not using social media, then the answer is likely yes! Yes, you are passing up the opportunity to communicate with potential clients. Yes, you are turning down interested parties looking to learn more about your products and services. And yes, you are excluding a large portion of your customer base.

Don’t Touch My Stock!

Registered Representatives can help themselves avoid loss and reduce exposures using a few simple tips. Read on to learn more about how timely documentation can mitigate risk: