On this episode, we have an engaging conversation with Gino DeRango, Managing Director of Institutional Sales at TD Ameritrade Institutional.
Gino and Matt discuss, among other things:
- Gino’s leadership role at TD Ameritrade;
- RIAs and fee flexibility;
- Gino’s favorite aspect of working with investment advisers;
- Growth vs. retention of clients;
- A memorable recruiting war story;
- What advisers should focus on more; and
- Gino’s broken record advice to breakaway brokers.