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
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.
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.