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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

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Rachel Moran

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NextGen Advisors

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Joining a Firm

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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.

Get the word out

about your firm

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.

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?