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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.

About the Author

David Armstrong

Executive Director, Content and User Engagement at WealthManagement.com, Informa