December 16, 2014
- Managing Director, Strategic Relationships, TD Ameritrade Institutional
As Managing Director of Strategic Relationships my team and I help independent advisors pursue their business goals by helping them implement industry best practices including marketing and business development, workflow processes, and technology usage.
George Tamer, Managing Director, Strategic Relationships, TD Ameritrade Institutional
There’s been a great deal of press and attention paid to the retiring baby boomers—on their need for advice on the distribution and care of the retirement assets they’ve spent years accumulating. While this is certainly an important market, it is not the only potential opportunity for forward-thinking advisors.