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TradePMR is making RIAs sign a promise to succeed -- to good effect

The low-profile Gainesville, Fla. custodian is using the inked compact to motivate, make hard conversations softer and make purges of the small and stagnant practices less frequent

Author Janice Kirkel May 18, 2017 at 11:47 PM
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Robb Baldwin: If an advisor is not meeting the expectations set out in the LOU, difficult conversations can be made much easier for both parties.


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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

TradePMR
Asset Custodian
Top Executive: Robb Baldwin



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