She knows that the right operations professionals can help advisors provide a seamless customer experience.
Maintain Client Loyalty While Becoming an RIA
When contemplating the switch to independence, it’s common for advisors to worry about client retention. Fortunately, TD Ameritrade offers expert support to help you make a smooth transition that won’t disrupt your client relationships. By approaching this change thoughtfully and utilizing the right resources, you can avoid introducing risk and doubt into the minds of your clients.
Let us help you get your
Whether you’re leaning toward starting or joining an RIA, we’ll give you an idea of what your future business might look like with our quick and informative Exploring Your Independence™ tool.
Become an RIA in
From choosing the right business model to helping your firm thrive after transition, you may have a lot of questions about becoming an independent RIA. Get the answers you’re looking for in our guidebook, Becoming an Independent RIA.