Six Things We Learned  @TDAI About Financial Advisors Scott Hanson and Pat McClain

Six Things We Learned @TDAI About Financial Advisors Scott Hanson and Pat McClain

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. [4]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.