Join our investing community

How stockbrokers and financial planners can work together for the benefit of clients

Discussion in 'Financial Planning Study Group' started by xiaokong, 6th Dec, 2010.

  1. xiaokong

    xiaokong Member

    Joined:
    24th Apr, 2010
    Posts:
    9
    Location:
    Adelaide,SA
    Help with the assignment of IP1 Q2 the new version 3001
    How stockbrokers and financial planners can work together for the benefit of clients

    a little confusing about this question, any good ideas or tips for me please?
    and i'm happy to discuss other questions of the assignment
     
  2. Mel1776

    Mel1776 Member

    Joined:
    7th Mar, 2010
    Posts:
    13
    Location:
    Melbourne, Vic
    how did you go with this one - i see you posted a little earlier in the month?

    First ask yourself and define, what does a client see a stockbroker for? and what does a client see a financial planner for? Then discuss how they can assist the same client with their investments.

    Does this make sense?