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Using Your BDA Dollars to Help Solidify Your Brand

Many financial professionals have pre-tax dollars provided by their broker-dealer to help them market and advertise their business.  Unfortunately, with the ubiquity of FINRA’s BrokerCheck and Google, any monies spent on advertising or building referrals can work against an advisor that has a negative Customer Dispute or Employment Separation After Allegation disclosures on their record. This year, resolve to use those pre-tax dollars on …