Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe Artwork

The Sharp Side of Marketing with Steve Sharp

Join Sharp Digital Marketing's founder, Steve Sharp, as you journey to the Sharp Side of Marketing. During the show, you'll hear marketing tips and trends he's seeing within the financial services industry as well as valuable insight from Sharp Digital clients as they share tips and experiences of their own, including ways they leverage their relationship with Sharp Digital Marketing. Download this monthly podcast on your favorite platform and never miss an episode. Steve will be joined on many of the episodes by Ben George, the Content Constable (and all things podcasting) at Third Wheel Media, the producers and sponsors of the Sharp Side of Marketing podcast. Learn more about Sharp Digital Marketing by visiting https://sharpdigitalmarketing.com/ and Third Wheel Media at https://thirdwheelmedia.com/ for all your digital marketing and podcasting needs.

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The Sharp Side of Marketing with Steve Sharp

Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe

January 31, 2023 • Steve Sharp

0:00 | 15:29

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/

Steve Sharp

Host

Ben George

Co-host