TD Ameritrade Linc 2019

Why HSAs are important to RIAs and their clients

February 19, 2019 | Runtime: 2:44

Why are HSAs important to RIAs and their clients? Mike Ponce of TD Ameritade has the surprising answers.

What's the latest for breakaway brokers?

February 19, 2019 | Runtime: 2:35

Advisors are breaking away from the big wirehouses at a record pace, but can this continue? Scott Collins of TD Ameritrade anticipates another strong year.

Trends in RIA M&A

February 19, 2019 | Runtime: 4:29

What are some of the big trends in RIA acquisitions. After a year of consolidation in 2018, Pete Dorsey of TD Ameritrade discusses what's next.

Solving the talent gap

February 19, 2019 | Runtime: 4:41

The talent gap is more than just a problem for advisors, it is an impending crisis. What can advisors do to help solve this problem? Kate Healy from TD Ameritrade discusses the problem and offers some solutions.

Bringing AI to your practice now

February 19, 2019 | Runtime: 4:06

Can advisors make artificial intelligence a part of their practice now? Brian McLaughlin of Redtail believes this pipe dream can become a reality.

Marketing tips from the master

February 19, 2019 | Runtime: 4:38

Marketing your firm can't be an accident. Jud Mackril of Carson Wealth offers strategies to take your marketing into the 21st century.

The consolidation conundrum

February 19, 2019 | Runtime: 5:48

There are 11,000 advisors with less than $100 million in assets. Ron Carson of Carson Wealth examines what the future holds for these advisors.

The why and how of factor investing

February 19, 2019 | Runtime: 4:06

How can advisors use factors to take their practice to the next level? Tom Romano discusses how factor-based investing can work for every advisor.

Easy steps to automating your practice

February 19, 2019 | Runtime: 4:10

For great advisors, life is about scale and automation. But how can you do this easily? Jimmy Lee from The Wealth Consulting Group offers some tips.

Creating a seamless client experience

February 19, 2019 | Runtime: 4:34

What's the secret to client prospecting and creating a seamless client experience? Dan Newhall from Perigon has the answer.

 
Videos 1-10 of 16

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