She grows her firm by targeting clients who share her life experiences.
My best advice
But a mentor isn’t the only place to get advice. Whether it’s attending conferences, creating an online study group or simply consulting with co-workers, you can begin gaining insights that can help you become a more well-rounded advisor. My suggestion to you is to open yourself up to these other points of view so you can grow as an RIA and keep your clients happy for years to come.
Learn more about meeting your goals by contacting TD Ameritrade today!
Or call 800-934-6124
You think big.
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.
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.