What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities
Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional
Brooke Southall
Thanks again to Aaron for writing this article and congrats to Bill for such a solid speech.
Brooke
http://www.fsienergy.com/combust.html
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
FPPad.com
Consulting Firm
Top Executive: Bill Winterberg
Riskalyze
Tech: Other
Top Executive: Aaron Klein
