Who’s Managing Your Wealth?   A Call Center Representative???




                   www.skloff.com
Wall Street Journal – Firms Push Call Centers - 03/02/09

“At Merrill Lynch, now part of Bank of America, brokers generall...
Obligated by Law to Act in the           Obligated by Law to Act in the
Best Interests of Clients                Best Inte...
Skloff Financial Group is Different
Skloff Financial Group is registered as a Registered Investment Advisor (RIA).

An RIA...
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Wealth Management by Call Center??? - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

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Wealth Management by Call Center???

“Merrill's phone-based operation, which started in the mid-1990s, has 325 advisers serving 374,000 households.” - Wall Street Journal 03/02/09

Skloff Financial Group
www.skloff.com

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Wealth Management by Call Center??? - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

  1. 1. Who’s Managing Your Wealth? A Call Center Representative??? www.skloff.com
  2. 2. Wall Street Journal – Firms Push Call Centers - 03/02/09 “At Merrill Lynch, now part of Bank of America, brokers generally don't get paid for accounts of less than $100,000, up from $50,000.” “Citigroup Inc.'s Smith Barney has instituted a similar policy, which would stop brokers from getting paid to handle transactional accounts of less than $75,000.” “Such higher thresholds and moves by banks and securities firms to shift more investors to call centers underscore how the landscape is changing…” “Merrill's phone-based operation, which started in the mid-1990s, has 325 advisers serving 374,000 households.” www.skloff.com
  3. 3. Obligated by Law to Act in the Obligated by Law to Act in the Best Interests of Clients Best Interests of Shareholders AIG Advisors - American Intl Group AXA Advisors - AXA Ameriprise Financial Goldman Sachs ING Advisors – ING Group Skloff Financial Group Merrill Lynch – Bank of America Morgan Stanley Smith Barney – Citigroup UBS Financial Services - UBS Wachovia Securities – Wells Fargo www.skloff.com
  4. 4. Skloff Financial Group is Different Skloff Financial Group is registered as a Registered Investment Advisor (RIA). An RIA is obligated by law to accept fiduciary. An RIA must place clients’ interests first - before any other party. Each client has a dedicated licensed financial advisor. Each client is provided their financial advisor’s mobile phone number. “Every client is treated with the individual attention and respect they deserve.” Aaron Skloff, AIF, CFA, MBA – CEO Skloff Financial Group 908.464.3060 www.skloff.com

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