 Nothing that is going to replace trust in an advisor’s relationship with their client. However, advisors can use technology to demonstrate their leadership.Jim Dario, managing director of product management and strategy,TD Ameritrade. |
Best Practices From Consulting Experts
Mike Byrnes | Financial Advisor, March 2014
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Summary: The point of going to a conference is to pick up some tips and contacts that can help an attendee become more successful. To help with that type of networking, TD Ameritrade Institutional offered a business consulting lounge in a high-traffic area for its conference. The over 3,000 attendees were encouraged to stop by at their leisure to learn industry trends and best practices. Topics included social media, client acquisition, professional development, human capital and risk management.
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