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!
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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.
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