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Don’t lose to robo advisors: Here’s how to beat back cheap competition

The message I took away from the TD Ameritrade conference is this: don’t let technology automate the humanness out of your business.

2020-07-06T13:29:35-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Don’t lose to robo advisors: Here’s how to beat back cheap competition

Highlights from the 2016 TD Ameritrade National Conference

My top insight from the TD Ameritrade National Conference and brief comments from Matt Brinker, Spencer Segal, and Matt Ackermann.

2020-07-06T13:16:23-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Highlights from the 2016 TD Ameritrade National Conference