December 12, 2017
- President, TD Ameritrade Institutional
It’s that time of year where almost every business you interact with wants to show you how much they LOVE the holidays. Cheerful coffee cups, cinnamon scents in stores, and email subject lines like, “Jingle your way to savings!” While some of it is endearing, a lot of it can come off as forced.
Like new year’s resolutions, for example. I’m totally on board with the idea of committing to being better. But that’s something we should be doing every day – both in our businesses and our personal lives. But the pressure to set a grandiose goal for the new year – one that’s often untethered from reality – can end up undermining our efforts before we even get started. For me, a more realistic approach to goal setting that focuses on what’s most important is the best bet.
Resolutions that matter
In the spirit of new year’s traditions, we’ll still make a resolution. But it’s one that I know we can deliver on. For TD Ameritrade Institutional, that means keeping your needs at the forefront of our decision-making processes every day – not just on January 1. If we’re going to make things better, we want to focus on the things that matter to you.
What’s coming in 2018
By working with advisors like you, we have made some big plans for next year. And every one of those plans is meant to empower you to simplify your business, serve your clients more effectively, and ultimately live life on your terms.
• One platform to rule them all: VeoOne will be available to all of you in 2018, giving you one powerful dashboard to view data from all of your favorite apps. Work with the tools you like best, and see it all in one place.
• More ways to invest for your clients: Watch for information about the Model Market Center, where you’ll be able to choose and customize portfolios from some of the world’s most respected investment managers.
• More choices and better value for your clients: Our new ETF Market Center now offers 3x the commission-free ETFs, including the lowest-priced ETFs available. When we launched this product, you told us loud and clear that you needed more transition time on this, and we were glad to oblige, keeping the former platform up until January 19, 2018.
• Insightful data you can put into action: It’s one thing to read a report on how your business stacks up against other RIAs, but what if you had access to real-time data and solutions at your fingertips? We’re fully integrating the FA Insight Benchmarking Tool into VeoOne to give you just that.
• Advocacy for RIAs, now and in the future: That means staying focused on policies that affect the way you work and your clients financial well-being. It also means promoting the sustainability of the industry by attracting a younger and more diverse workforce.
While these are our focus areas right now, we also realize things could change. By resolving to keep your business needs as the key driver in decisions, what we focus on will change based on what’s most important to you. So we’ll need to hear from you . . . often. Don’t be surprised if you get tapped sometime this year to provide your insight.
Looking forward and back with clear eyes
I know from experience that we get more done for you when we keep our resolutions realistic. And the very real needs of your businesses are the only things we can focus on if we want to keep getting better together.
Look at 2017. It was a rough year for a lot of people – political turmoil, natural disasters, mass shootings, you name it. But when your clients needed you most, you were there. And it wasn’t all bad – there were a lot of amazing things that happened this year too. You did great work for the 1.1 million clients you serve. And together, we made your businesses and our communities stronger. For more on that, watch the video below.
A final thought
I realize that nothing we did last year or will do in 2018 would be possible without you. Your trust in TD Ameritrade Institutional to support your business, as well as the courage and conviction it takes to run your business the way it should be run, is why we’re all here. You’re doing important work, transforming the lives and futures of the families you work with. Thanks for letting us be a part of that.
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