Beyond the Portfolio
TD Ameritrade InstitutionalFor many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfol... more
| Publishes | Weekly | Episodes | 20 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvestingManagement | ||||
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Latest Episodes
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... more
Running a successful company doesn’t necessarily use the same skills as being a top-notch financial advisor—though there might be more overlap than you think. In this episode, we sit down for a roundtable discussion with Eileen O’Connor of Hemington ... more
Even though the RIA model provides many people with the flexibility they crave, the recent transition to remote work has only shined a brighter light on the balancing act that many advisors face in their professional and personal lives. We’ll talk wi... more
As the son of immigrants from Liberia, Dasarte Yarnway didn’t see others who looked like him or reminded him of his parents when he landed in the financial industry. After first working at a smaller firm, a brokerage, and a large bank, the RIA space ... more
For today’s RIAs, building your personal brand and establishing a clear mission for your firm is critical to differentiate yourself from the crowd. Dean Barber of Barber Financial Group in Kansas City shares how he went from being a rookie to a radio... more
What is it like to mentor another advisor? What insights can you gain from having someone invested in your personal and professional growth? Marjorie Wentz and Kelly Bradley of Trinity Wealth Management in Berwyn, Pennsylvania, tell the story of how ... more
Not everyone takes a traditional path into financial advising. When building your team, how can you make sure you're finding the best people to meet your firm’s needs? We talk with Jeff Wheeler of The Wealth Collaborative in Westlake Village, Califor... more
When the coronavirus pandemic hit, everything changed. So how have financial advisors been able to pivot toward the new normal? We talk with Carl Szasz of Verde Capital Management in Clarkston, Michigan, about the decisions he made to push his busine... more
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Apple Podcasts | #208 |  Chile/Business/Investing |
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| Gender Skew | Engagement Score | Primary Location | |||
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Beyond the Portfolio launched 4 years ago and published 20 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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