The TD Ameritrade National Conference (see #TDAI2014 hashtag on Twitter) is coming to a close (formally this evening with a concert by Huey Lewis and the News!). I’ve spent the days here in the Business Consulting Lounge with many great experts, including folks from Advisor Websites, FA Insight, Wealth Management Marketing, QuonWarrene, Peak Advisor Alliance and more.
The conversations have deepened around digital, social and technology. Between the more advanced discussions in the aforementioned Lounge and the non-stop traffic through the VEO Village – the modern digital practice is more reality than theory. I was thrilled to cap off my time with a presentation on designing real-world social media compliance workflows for the financial advisor.
I had the chance to sit with my friend Neal Quon and informally chat about our time in the Lounge and our overall thoughts on the conference.