Click the image above to play the video.

My growth

in numbers

35% growth in the first year of business alone
16 years as an RIA | 12 years running his own firm | 3.5 years with TD Ameritrade

My best advice

with Bob Rall

Being an RIA isn’t just about forming relationships—it’s about forming friendships. To me, every client is a friend. I am always straightforward and honest in my interactions with them, just as I would be with any other friend. These are values that I hold dear, and I run my firm accordingly.

 

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.

Inspired by my story?

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

Or call 800-934-6124

Meet advisors like you who are
growing their business, their way

Anjali Jariwala

She grows her firm by targeting clients who share her life experiences.

Rachel Moran

She joined an existing firm to evolve her career and focus on clients.

NextGen Advisors

Hear from advisors who know about how the RIA model is perfect for NextGen talent.

Joining a Firm

Hear from an advisor who joined a firm to help her career flourish.

Operational Efficiency

Hear from an operations pro about how to streamline your firm's operations to provide a seamless customer experience.

Evelyn Zohlen

She works with TD Ameritrade to focus on making a difference in women's lives.

Eileen O'Connor

She grows her firm by fostering a happy work environment for her team.

The Fong Brothers

They turned their family values into a strong foundation for a growing and successful firm.

Doug Liptak

Keeping things simple helped him grow his firm to hold over $2.4B AUM.

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.

Telling your

firm’s story

A solid value proposition is the foundation for the decisions you make, the services you provide, and the way people see you. This guidebook can help you create one that resonates.

Additional resources
to help you on your journey

Guide

Building Authentic Connections Through Social Media

Unsure where to start when it comes to building a social presence for your firm? This guide offers a comprehensive look at how to begin.

Slideshow

Adding Tech Solutions to Help Win with Clients

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.

Infographic

Growth Insights from RIAs like You

What’s the best way to grow your RIA firm? Learn from other Advisors who’ve done it successfully in this infographic.

Infographic

Securing Your Firm's Future

It’s never too early to think about a succession plan for your RIA firm. Learn how to get started in this guide.

Need more resources to guide you?