She knows that the right operations professionals can help advisors provide a seamless customer experience.
These advisors are keeping their values front and center.
They’re leveraging tools and support from TD Ameritrade. And now, they’re experiencing the kind of growth that happens when you have time to nurture your relationships. We’re excited to share their stories to show how impactful it can be to work with a custodian who values you as much as you value your clients.
“I look forward to being able to help lots of women change the trajectory of their life, of their families, of their next generation. That will have a trickle-down effect to everything that woman is doing.”
Tina C. Powell
Director of Business Management,
Beacon Wealth Management
Tina uses her career as an RIA to make a difference in the lives of others.
“I never had the sense that I was making an impact on people’s lives. I wanted a career that I could be intellectually challenged, but still feel like I was making a difference in people’s lives.”
Tim Kober, CFP®
Cedar Financial Advisors
As an RIA, Tim’s passion is to make a difference in his clients’ lives.
“I can go to work every day with integrity. We can really inspire our clients to find that purpose for themselves. It’s a wonderful feeling.”
President & Owner,
Northstar Financial Planning
Robin makes it her mission to give her clients the tools they need.
“It’s about understanding their dreams, their happiness, their joys, their sorrows. It’s filling their buckets. I’ll fill your bucket, you fill my bucket, because when the buckets are filled, we’re all happy.”
Over the years, George has worked tirelessly to help those in need.
Discover your greatest
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Depending on the size of your firm, you and your team may find yourselves wasting a lot of time juggling. To optimize your staff to the fullest, read our white paper to learn how delegating a few daily tasks can help your business grow.