Skip Schweiss on 5 Top Threats Facing Financial Advisors

Between Now and Success · Nov 23, 2015 · 50m

In addition to volatility in the financial markets, financial advisors have to worry about other threats to their business including regulations coming out of Washington and cyber attacks. Today’s guest, Skip Schweiss, keeps a close eye on all these non-market related issues and we go through the list and discuss simple steps you can take to mitigate the risks.

Skip is responsible for TD Ameritrade Institutional’s Retirement Plan Services platform. He is also the Managing Director of Advisor Advocacy & Industry Affairs.

And as I’ve witnessed firsthand (more in the podcast), Skip is a skilled…