Your clearing agreement is the backbone of your brokerage firm’s operations, yet many firms fail to review it until it’s too late. In this week’s episode, Oyster’s David Williams and Peter Sheehan break down why your clearing contract should be a top priority and what you should consider when evaluating your agreements.

You’ll learn:

·      Why your clearing agreement should be a priority

·      Key warning signs for when to review your contract

·      How pricing models have evolved

·      Some hidden costs and contract pitfalls AND

·      Considerations for exploring the marketplace

From pricing models to advisory programs, hidden fees, and the right technology, David and Peter share their decades of expertise to help you optimize your clearing relationship and ensure it aligns with your firm’s growth and strategy.

Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter.

Does your firm need help now? Contact us today!