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My growth

in numbers

17 yrs. As a financial advisor | 10 yrs. Working with TD
400% Growth in AUM since 2008 | 75% of new business comes from referrals

My best advice

with Evelyn Zohlen

Opening my own firm was certainly daunting, but a few important decisions eased the process. The most important thing is to build a team that enhances and complements your particular talents. That includes finding a custodian that shares your values. For me, I wanted a custodian that would be my advocate. In this respect, I’ve found that TD Ameritrade has terrific resources for their advisors, providing the same kind of support for me that I provide my clients.


Next, build a team that covers your weak points so that you can concentrate on leveraging your strengths. It’s also important to identify your values and find likeminded people who share your passions. And remember—you don’t have to be everything to everyone. Instead, focus on being everything to a specific set of clients so you can make a difference in their lives.

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.

Bob Rall

He uses technology and non-traditional marketing to help his firm succeed.

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.

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?