Lon Dolber: Staying Independent as an Independent Broker/Dealer
Released Tuesday, 26th October 2021
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Lon Dolber: Staying Independent as an Independent Broker/Dealer
Lon Dolber: Staying Independent as an Independent Broker/Dealer
Tuesday, 26th October 2021
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Lon Dolber is the CEO of American Portfolios, an independent broker/dealer and RIA with some 800 affiliated advisors and $40 billion in assets, and the winner of the Wealthmanagement.com award for CEO of the year for small broker/dealers (less than 1,000 affiliated representatives). Dolber launched American Portfolios on Sept. 10, 2001 – and kept the … Continue reading Lon Dolber: Staying Independent as an Independent Broker/Dealer →
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Wealthies Circle
Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.Join Podchaser to...
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