The Pivot
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The Pivot
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About this listen
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 business forward. Then, Greg Menefee of TD Ameritrade Institutional joins to provide advice on remote work strategies and how a little creativity can go a long way for RIAs.
At a time when advisors are faced with a world that is anything but business-as-usual, TD Ameritrade Institutional is here to lend support. For more information, visit tdai.com/coronaviruscontinuity.
Guests:
Carl Szasz, Verde Capital Management
Greg Menefee, TD Ameritrade Institutional
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