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