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Referral and transition strategies

On Thursday, October 27, advisors came to Washington D.C. to attend TD Ameritrade Institutional’s 2011 Fall Regional Conference.

The event featured an Interview of George Will, Syndicated Columnist, by Charlie Rose, Host of the Charlie Rose Show.

The one-day conference also had two break-out sessions that were designed at helping advisors get more client referrals to grow their practices and build institutional value in their practices to be able to best transition their businesses when they are done working.

Read Mike Byrnes’ two Financial Advisor articles to learn more:

If you need help getting client referrals or building a succession plan, contact Byrnes Consulting for assistance.



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