Cutter Advisors

Description

In the course of providing products and services, we are required to collect personal information about our clients. Please understand that this information is held in the strictest of confidence and is used solely for the purposes of account administration and service. We do not make disclosures of customer information to other companies who may want to sell their products or services to our customers.

This book was conceived as a complement to a formal training program and hands-on experience. The goal is not to teach you about products, or compliance policies and procedures, or to tell you how you should do your business. The goal is to discuss some important issues that usually aren’t covered in formal training programs and to provide you with the background you need to make thoughtful strategic business decisions. It will help you avoid some of the potholes that so many new financial advisors encounter.

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