TD Ameritrade Linc 2019

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.

What is digital estate planning?

February 19, 2019 | Runtime: 4:03

Whether you like it or not, you have an array of digital assets that need your estate planning attention. Jamie Hopkins explains why you can't afford to ignore what happens to your social media presence after you die.

3 keys to digital marketing like a boss

February 19, 2019 | Runtime: 5:23

Many advisors are talking about digital marketing, but few are really doing it. How can you change your marketing approach from lip service to real ROI? Angel Gonzalez of Snappy Kraken joins us to discuss.

Why comprehensive is the new black for advisors

February 19, 2019 | Runtime: 2:48

Advisors want to develop more comprehensive financial plans for their clients. Torie Happe of Riskalyze offers some strategies.

Integrating and streamlining your practice to success

February 19, 2019 | Runtime: 4:03

Advisors are anxious to streamline their processes and work smarter and harder in 2019. Robert DeFrancis of AdvisorEngine discusses the true meaning of streamlining.

How (and why) investors choose their advisors

February 19, 2019 | Runtime: 5:22

Advisors - especially new advisors - are desperate to understand how to turn prospects into client. Brad Shepard of WisdomTree has the answer.

How to build a more efficient practice

February 19, 2019 | Runtime: 3:11

Efficiency is the key to real growth for advisers. But achieving efficiency can be a real challenge. Carly de Diego of AdvisorEngine offers some tips for successfully building a more efficient practice.

Videos 11-17 of 17

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