A Group Chat: The Future For "Smaller" Advisors
41 min

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!

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