Brian Stimpfl

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  Experts’ Top Pearls of Wisdom on Practice Management

  By James J. Green, AdvisorOne  |  August 17, 2012

  This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.

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  Industry Leaders on Practice Management: Differentiation and Coaching

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.

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  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

• Pursuing Practice Excellence: The Conversation

  By James J. Green, AdvisorOne  |  July 24, 2012

  At Investment Advisor, we like to think that we do a pretty good job covering practice management.

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  Beyond the Buzzwords

  By John Sullivan, Investment Advisor  |  July 24, 2012

  “You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.

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  Brian Stimpfl Joins ActiFi as Senior VP

  By James J. Green, AdvisorOne  |  January 26, 2011

  Brian Stimpfl, the former TD Ameritrade managing director, has joined ActiFi as senior VP of Relationship Management, effective immediately.

• TD Ameritrade Advisors Using Roadmap Program Find Success

  By Kathleen McBride, AdvisorOne  |  December 28, 2009

  Coaching helps firms grow assets, accounts and efficiency.

• Can a Roadmap Help Wealth Managers?

  By Kathleen McBride, AdvisorOne  |  December 21, 2009

  Sometimes, even when you know how to do something, a constructive comment from a keen observer can remind you how to do it more efficiently, more easily or productively.

• Regulatory change tops RIA concerns

  By Staff Writer  |  June 24, 2009

  Regulatory reform is top-of-mind for most registered investment advisors, according to the latest TD Ameritrade Institutional Survey. RIAs expect they'll need to devote more time...

• Give Them What They Want

  By Lauren Barack  |  November 1, 2007

  Brian Stimpfl has no delusions that TD Ameritrade can provide every possible technology solution to all of its customers. On the other hand, Stimpfl knows...