She grows her firm by targeting clients who share her life experiences.
Our best advice
First, you’ll need to identify your own values and priorities. For us, having a strong work ethic and giving our best effort are important virtues. We also wanted access to the technology and support that could alleviate the pressures of everyday business tasks so we could enjoy more freedom and flexibility. Once you know what’s important to you, do your due diligence. Go beyond each custodian’s website to network with other RIAs and learn about their custodial relationships. Then, you can choose a custodian that meets your specific needs and shares your personal values, too.
Learn more about transitioning to the RIA model by contacting TD Ameritrade today!
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You’re always thinking a few steps ahead. Are you ready for your next move? Take this short assessment, and we’ll provide a few resources that can help you take the next step.
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.
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