))
A Group Chat: The Future For "Smaller" Advisors
Manage episode 275468298 series 2775053
Content provided by Justin Castelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Castelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
A tweet by Ryan Shanks regarding the TD Ameritrade and Schwab deal sparked this conversation amongst 6 of us coming from different areas within our profession.
In this episode, I'm joined by Penny Phillips, Leighann Miko, Manish Khatta, Jason Wenk, and Ryan Shanks to discuss what might be in store for smaller financial advisors and what options are out there.
Bigger isn't always better and "smaller" will survive!
39 episodes
Share
