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My growth

in numbers

5 years as an RIA
2 years running my own firm
85% new clients reached through niche marketing efforts
100% clients advised virtually

My best advice

with Anjali Jariwala

Your clients are busy people, and one of your goals as an RIA is to make their lives easier. That’s why I am a big advocate of providing virtual financial planning services. By allowing your clients to interact with you online—and for some clients, exclusively online—your client base isn’t limited to just those individuals who can reach your office or meet in person. This also provides you the flexibility to enjoy a more modern balance of work and home life, which is great for young parents or active individuals like me.
There are a variety of technologies that help make serving your clients virtually a smooth process. Online documentation services, investor portals and other tools can keep you connected 24 hours a day, seven days a week. For my clients, being able to access their accounts and reach me when they need to isn’t just convenient—it’s something they might remember when an opportunity to refer my services presents itself.
Anjali Jariwala

Inspired by my story?

Learn more about meeting your goals by contacting TD Ameritrade today!

Or call 800-934-6124

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Ready for more

advisor insights and advice?

You’re Talented.

Let’s Prove It!

When it comes to being an RIA, you deserve to be in the limelight. So, get in touch with your musical side by taking our Unleash Your Inner Superstar quiz.

Outsource your

way to real growth

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.

Additional resources
to help you on your journey

Quick Guide

A Student’s Guide to a Career in Financial Planning

Which advising model is right for you? Use this guide to find out—and learn more about the industry.


Finding the Right Fit: A Quick Guide to Joining the Right RIA Firm

Ready to join an RIA firm but not sure where to begin? This checklist can help.


Become Robo-Efficient in 3 Easy Steps

Offer clients the automated convenience robo-advisors can provide—plus the human touch they can’t.


Advocating for You: The Cornerstone of What We Do

We support RIAs in their firms, on Capitol Hill and beyond. Find out how we practice industry advocacy.

Need more resources to guide you?