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Wednesday, October 12, 2011

12:00 PM - 12:30 PM

ADVISOR TRANSITIONS: WHAT DOES TRUE INDEPENDENCE MEAN TO YOU?

Jennifer Gitto Strategic Relationship Consultant Transition Specialist, TD AMERITRADE INSTITUTIONAL

The benefits of going independent are significant, but so are the challenges. If you are considering this path, you likely have many questions before you make the move--from whether to establish a new firm or join an existing one to what business model to consider. Learn from TD Ameritrade’s Relationship Consultant who’s helped hundreds of brokers successfully navigate the transition process. In her discussion, Jennifer Gitto will touch on the significant benefits her clients have seen after making the transition to independence, how they knew they were ready to make a transition, and how to avoid the pitfalls associated with the process.

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