Welcome to our
resource library

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


Building Authentic Connections Through Social Media

Unsure where to start when it comes to building a social presence for your firm? This guide offers a comprehensive look at how to begin.


Adding Tech Solutions to Help Win with Clients

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.


Growth Insights from RIAs like You

What’s the best way to grow your RIA firm? Learn from other Advisors who’ve done it successfully in this infographic.


Securing Your Firm's Future

It’s never too early to think about a succession plan for your RIA firm. Learn how to get started in this guide.


Putting People First: Building Successful, Empowered Teams to Help Your Firm Succeed

Your employees are your firm's biggest asset. Invest in them. Read this guide to learn more about maintaining company culture.


Adding the Right Staff: Strengthening Your Firm Through Strategic Hires

Is your business ready to grow? Read this guide to assess your needs, learn how to make the right hire to meet those needs, and determine if you can afford it.


Telling Your Firm’s Story

Your firm’s value proposition is the cornerstone of the decisions you make, the client service you provide, and the way people see you. Start writing yours now.


Marketing 101

Ready to start marketing your firm? We’ve got ideas for you. This guide is designed to help with plans and exercises to build a marketing plan that works.

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Beyond the AUM: Engaging Today’s Investors by Offering More Ways to Pay

A new generation of investors is here, and they expect choice and flexibility. Our latest slideshow explores a variety of options you can implement and offer.


Making the Choice to Outsource: Leveraging Third Parties to Help You Stay Focused on Clients

Want to spend more time helping your clients? Outsourcing might be the right path for you. Our guide details some of the ways in which it could help.

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.


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.


Become Robo-Efficient in 3 Easy Steps

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


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.


The TD Ameritrade Institutional Technology Ecosystem

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


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.

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Marketing Secrets from RIAs Like You

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


What Should You Expect From a Custodian?

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


Ten Reasons RIAs Trust TD Ameritrade

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


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

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


Your Onboarding Checklist

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


Running an Efficient Business

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


Win the Next Generation of Investors

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


Adding the Associate Advisor Position

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

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Fact Sheet

TD Ameritrade RIA Intern Network

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

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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 think big.

So, what’s next?

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.

Telling your

firm’s story

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.