Dec 19, 2019
Year-end and the start of a new year bring great opportunities to plan for the future. Vanessa Oligino, Director of Business Performance Solutions at TD Ameritrade Institutional, shares great insights for business planning. Whether conceiving of the vision or measuring your success relative to peers, Vanessa shares numerous thoughts on how to approach your planning for the year ahead. Whether you are an advisor on your own, in a small firm, or a member of a large firm, glean some great takeaways for your growth for the year ahead!