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Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe
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Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors.
We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some time with Mike explaining it a bit further. If you think it might be something you want to implement, please reach out.
Here’s some of what you’ll learn in this episode:
· What is the self-directed brokerage account and what advantages does it provide to advisors? (1:08)
· How they help advisors identify companies that offer self-directed brokerage accounts. (6:05)
· The tools and resources Howard Capital provides. (9:36)
· This is an untapped market that could become a niche for advisors. (12:20)
Learn more about Mike: https://howardcm.com/index.php/meet-the-team/sales-team-michael-rowe/
If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/
To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/
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