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!

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!

A Group Chat: The Future For "Smaller" Advisors

The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know.

Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.

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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.

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A Group Chat: The Future For "Smaller" Advisors

A Group Chat: The Future For "Smaller" Advisors