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

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 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

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

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

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

by Aaron Skloff, AIF, CFA, MBA on Mar 08, 2009

Accessibility

Categories

Tags

Upload Details

Usage Rights

1 Embed 7

Statistics

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