Welcome to our
resource library

Below, you will find infographics, slideshows, fact sheets and more to help guide you as you grow your business.


Quick Guide

A Student’s Guide to a Career in Financial Planning

Which advising model is right for you? Use this guide to find out—and learn more about the industry.

Infographic

Finding the Right Fit: A Quick Guide to Joining the Right RIA Firm

Ready to join an RIA firm but not sure where to begin? This checklist can help.

Slideshow

Become Robo-Efficient in 3 Easy Steps

Offer clients the automated convenience robo-advisors can provide—plus the human touch they can’t.

Infographic

Advocating for You: The Cornerstone of What We Do

We support RIAs in their firms, on Capitol Hill and beyond. Find out how we practice industry advocacy.

Infographic

The TD Ameritrade Institutional Technology Ecosystem

See our list of helpful tech tools and learn how they integrate with our Veo® platforms.

Slideshow

5 Promises Every Custodian Should Keep

Don’t put up with lip service from your custodian. Your fellow RIAs will fill you in on why.

Infographic

Marketing Secrets from RIAs Like You

Learn how advisors like you market their business in unconventional ways.

Infographic

What Should You Expect From a Custodian?

Find out from other RIAs about what traits they think make a custodian great.

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Infographic

Ten Reasons RIAs Trust TD Ameritrade

Discover the top reasons RIAs look to TD Ameritrade to help them achieve their goals.

Slideshow

"I Wish Someone Would've Told Me..."

Find out your fellow advisors' best tips for growing a successful business.

Blog

Your Onboarding Checklist

Dive into the must-dos of staff onboarding that will help make a great first impression.

Perspective

Running an Efficient Business

Learn how to help your team focus on serving clients and developing new relationships.

Guidebook

Win the Next Generation of Investors

Learn how to close the gap with the next generation of financial investors.

Guidebook

Adding the Associate Advisor Position

Discover how adding a new position can help you reach your long-term goals.

Fact Sheet

TD Ameritrade RIA Intern Network

Find out how you can add valued employees to your team with great interns.

Case Study

Putting People First

Find out how encouraging your employees can help your business grow exponentially.

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Meet advisors like you who are
growing their business, their way

Anjali Jariwala

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

Rachel Moran

She joined an existing firm to evolve her career and focus on clients.

NextGen Advisors

Hear from advisors who know about how the RIA model is perfect for NextGen talent.

Joining a Firm

Hear from an advisor who joined a firm to help her career flourish.

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.

Evelyn Zohlen

She works with TD Ameritrade to focus on making a difference in women's lives.

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.

Outsource your

way to real growth

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.