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Six Things We Learned @TDAI About Financial Advisors Scott Hanson and Pat McClainSix Things We Learned @TDAI About Financial Advisors Scott Hanson and Pat McClain
David Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
January 30, 2014
6 Slides
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Scott Hanson and Pat McClain built a $1.5 billion advisory business over 20 years, and largely credit their marketing chops for the success. They even wrote a book on the topic. At TD Ameritrade Institutional’s advisors conference in Orlando, the duo gave a spirited talk to an overflowing crowd on how they think about marketing, an area where most advisors fall far short.