Brittney Castro’s short videos on topics from tax refunds to maternity leave are pushed across her social media channels, widening her professional network — but also luring new prospects to her door.
Security has gone mobile, with software, services and apps that can do everything from wipe a device if it’s stolen to making it practically shout for help if lost
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Peter Dorsey, TD Ameritrade’s new managing director of institutional sales, has this tip for advisors: restrain the urge to tell potential clients what you know at the get-go.
Staying or going is a critical decision for your practice and given the gravity and consequences of that decision every advisor should take control of the situation.
