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The Roles & Guidelines of the Financial Distributors Part 1
Season 1
Episode 6
Published 2 years, 3 months ago
Description
This is a 2 part mini series where Bob and Joe go over the roles and guidelines of the financial distributors. In todays episode we go over banks and what purpose they serve and near the end we introduce the role of investment firms. Our goal is to help you understand what you are getting into when you engage with these financial distributors.
- What are the financial distributors?
- What are their purpose?
- In what ways do we use them and why?
- What is the Federal Reserve?
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