AAAA Webinar: "Securing Your Firm's Future"
Thursday, July 18, 2019, 1:00 PM - 2:00 PM EDT
Category: Webinars
July 18, 2019
Vanessa Oligino, Director, Business Performance Solutions-TD Ameritrade, will speak on "Securing Your Firm's Future".
Any business operating in today’s environment is exposed to risk. Those serving in financial services, however, face a higher operating risk than most. As small business owners, advisors are challenged to effectively monitor and mitigate risk within their firms due to limited resources, lack of specialization and inability to keep up with new opportunities and threats as they emerge. This presentation will highlight risks inherent in any advisory business regardless of size, provide self-assessment tools to help firms identify areas of vulnerability and best practices to limit exposure.
Vanessa Oligino |