How Top Performing RIA Firms are Winning the War for Talent

Tuesday, December 04, 2018 | 11:00 AM Eastern Standard Time

Kate Healy
Managing Director, Generation Next
TD Ameritrade Institutional

Vanessa Oligino
Director, Business Performance Solutions
TD Ameritrade Institutional

David Lenok - Moderator
Sr. wealth planning editor

As you continue to grow your firm, understanding how your talent can help you achieve your goals is critical. Are you focused on new client acquisition? What about the legacy of the business you’ve built? Learn how identifying the right talent for your firm, understanding their potential for leadership and cultivating their growth can help bring your business to the next level. Hear from TD Ameritrade Institutional on how top performing advisors recruit, retain and train next gen advisors based on their annual RIA Sentiment survey, FA Insight research and from’s annual RIA Best Practices study.

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.