41 min
The Succession Strategist Beyond the Portfolio
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- Investing
Over the last two seasons, we’ve talked a lot about how RIAs can manage their client relationships, build their businesses, and run effective practices. But when you’ve successfully done all that, what comes next? What steps can you take to feel like you are leaving your firm in the right hands? In the season finale, we’ll talk with Bill Gettings of Gettings Reed Financial about how he’s planning ahead to transition his firm when he retires. Then, Eliza DePardo of TD Ameritrade joins to run through what advisors should keep in mind when forming their business transition plans.
In an ever-evolving financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better. Learn more at www.tdainstitutional.com.
Guests:
Bill Gettings, Gettings Reed Financial
Eliza DePardo, TD Ameritrade Institutional
Over the last two seasons, we’ve talked a lot about how RIAs can manage their client relationships, build their businesses, and run effective practices. But when you’ve successfully done all that, what comes next? What steps can you take to feel like you are leaving your firm in the right hands? In the season finale, we’ll talk with Bill Gettings of Gettings Reed Financial about how he’s planning ahead to transition his firm when he retires. Then, Eliza DePardo of TD Ameritrade joins to run through what advisors should keep in mind when forming their business transition plans.
In an ever-evolving financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better. Learn more at www.tdainstitutional.com.
Guests:
Bill Gettings, Gettings Reed Financial
Eliza DePardo, TD Ameritrade Institutional
41 min