Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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内容由Bond Investment Mentor LLC, Chris Nelson, and CFA提供。所有播客内容（包括剧集、图形和播客描述）均由 Bond Investment Mentor LLC, Chris Nelson, and CFA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
))
Managing Broker-Dealer Relationships
Manage episode 312357741 series 3233643
内容由Bond Investment Mentor LLC, Chris Nelson, and CFA提供。所有播客内容（包括剧集、图形和播客描述）均由 Bond Investment Mentor LLC, Chris Nelson, and CFA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
- Monthly prepayment report update (3:13)
- Federal Reserve watch (5:14)
- What’s the timeline for tapering and rates?
- Potential changes to Fed Board of Governors
- Voting member rotation at Federal Open Market Committee
- Graduate School of Banking at Colorado programs (8:58)
- For more information: BondInvestmentMentor.com/Colorado
- Managing broker-dealer relationships (10:56)
- How many brokers should you have?
- Due diligence for new broker relationships
- Broker Check report - download at BrokerCheck.finra.org
- Managing existing broker relationships
- New resource! Broker-dealer due diligence checklist (20:51)
- Free download at BondInvestmentMentor.com/brokers
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
- LinkedIn: Christopher Nelson, CFA
- Facebook: Bond Investment Mentor
44集单集
分享
Manage episode 312357741 series 3233643
内容由Bond Investment Mentor LLC, Chris Nelson, and CFA提供。所有播客内容（包括剧集、图形和播客描述）均由 Bond Investment Mentor LLC, Chris Nelson, and CFA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
- Monthly prepayment report update (3:13)
- Federal Reserve watch (5:14)
- What’s the timeline for tapering and rates?
- Potential changes to Fed Board of Governors
- Voting member rotation at Federal Open Market Committee
- Graduate School of Banking at Colorado programs (8:58)
- For more information: BondInvestmentMentor.com/Colorado
- Managing broker-dealer relationships (10:56)
- How many brokers should you have?
- Due diligence for new broker relationships
- Broker Check report - download at BrokerCheck.finra.org
- Managing existing broker relationships
- New resource! Broker-dealer due diligence checklist (20:51)
- Free download at BondInvestmentMentor.com/brokers
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
- LinkedIn: Christopher Nelson, CFA
- Facebook: Bond Investment Mentor
44集单集
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
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continue reading
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continue reading
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Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
