In our twentieth episode we discuss Schwab’s takeover of TD Ameritrade, it’s impact on the industry, and what it means for Advisors:
· How The Race To Zero made this possible
· Technology and innovation
· What “scale” means for staff and support
· How this may play out for small Advisors
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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