#13: The Secret World of Financial Advisors – The RazReport with Henry Yoshida, CEO of Rocket Dollar

Benzinga

Benzinga

December 19th, 2021

DESCRIPTION
Why are financial advisors more likely to quit on a Friday before a three-day holiday week? How much do financial advisors at the top-tier wirehouses actually make? How are their bonuses calculated? With decades of financial advisor experience under his belt, Yoshida, the co-founder and CEO of Rocket Dollar, outs the secrets of the world of financial advisors on The RazReport: how they plan their moves from one wirehouse to another, how they manage and grow their customer base and how they monetize their network. Tune in to listen to the lives of financial advisors, lucrative profit margins and the war of AUMs.
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