The Future For "Smaller" Advisors

Google Podcasts

Apple Podcasts (Coming Soon)

A tweet by Ryan Shanks regarding the TD Ameritrade and Schwab deal sparked this conversation amongst 6 of us coming from different areas within our profession.

In this episode, I'm joined by Penny Phillips, Leighann Miko, Manish Khatta, Jason Wenk, and Ryan Shanks to discuss what might be in store for smaller financial advisors and what options are out there.

Bigger isn't always better and "smaller" will survive!

Be sure to check out all of the guests below...they might be able to help you out!

Show Notes

Leighann's Twitter

Equalis Financial

Penny's Twitter

Thrivos Consulting

Manish's Twitter

Potomac Fund Management

Jason's Twitter


Ryan's Twitter

FA Match