August 26, 2015
- Managing Director, Strategic Relationships, TD Ameritrade Institutional
“As Managing Director of Strategic Relationships my team and I help independent advisors pursue their business goals by helping them implement industry best practices including marketing and business development, workflow processes, and technology usage”
As my colleague Jeff Chiappetta mentioned in his blog post, most of us remember 2008. If you were not part of the financial services industry at that point, picture busy advisors fielding phone calls (many without a smartphone!) to diffuse client concerns. Times have changed in many ways, though the lessons learned about how to maintain client confidence when the markets are highly volatile, still apply. It’s time to put those lessons to work.