She grows her firm by targeting clients who share her life experiences.
My best advice
I urge you to keep your values a priority, too. Don’t let the hustle and bustle of running a business get in the way. Find resources to help take a load off your shoulders and allow you to focus on what matters most. For example, I lean on TD Ameritrade to help me integrate my financial planning, portfolio management, CRM and document management technologies so I can run an efficient firm that gives me more time with my clients.
There are many other support systems available for RIAs, like third-party vendors who help with hiring, education, hardware, compliance and more. Ask your custodian to help you find the ones that are the best fit for your firm.
Learn more about meeting your goals by contacting TD Ameritrade today!
Or call 800-934-6124
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Want to build a marketing plan but don’t know where to start? We can help. Download this guide for ideas to market your RIA firm.
Are you making the most of available technology to connect with both current and potential clients? Read more about how to seamlessly integrate smart tech solutions into your practice.