Explainer/ELearning Videos

0:00
Elearning
78
0

Vocal Characteristics

Language

English

Voice Age

Young Adult (18-35)

Accents

North American (General)

Transcript

Note: Transcripts are generated using speech recognition software and may contain errors.
first choose the type of recommendations to share with your employees or customers, such as an enticing offer or discount. Now that you've defined your recommendations, incorporate them into action strategies. Just add your recommendations and any business rules for how they should be displayed. It shows you in dollar amounts, the fees you pay to your advisor's firm last year. Generally speaking, there are two broad categories of fees. Those you pay your firm directly and fees or commissions that your firm receives from other companies for the investments you hold, the amount you paid directly to your firm includes administrative charges like account management fees or operating fees, and transactional fees for services like buying, selling and transfers.