July 6, 2017
June 30, 2017
- VP, Business Consulting, TD Ameritrade Institutional
“I’ve created my profile on [insert social media platform here] so how come I’m not getting any new clients!?” To some this may seem like a reasonable expectation, yet reality tells a different story. Understanding that we may expect too much from social media is part of the challenge, but when we take a step back and consider what social media enables us to do, that is engage with our clients in an authentic and meaningful way, at that point we begin to tap into the power of social media. Like other areas of your social life, social media is not a one-way conversation. It is a dialogue. Not only can you engage with your network in a real way, you also have the opportunity to amplify your message to 2nd and 3rd degree networks. This amplification should be seen as a privilege, like a client introducing you to a friend.
June 26, 2017
- Director, Brokerage Independence, TD Ameritrade Institutional
Independence Day, the time of the year that we pause to celebrate the courage and bravery of our ancestors who broke away to form this nation some 241 years ago. Their path wasn’t without challenge, but the result of independence continues to pay off for us all today. I can’t help but to think about the parallels that our country’s move has with financial advisers making the move to the RIA channel. My role in supporting their decision to create their own firms is one that I am very proud of. I’m no George Washington, but it gives me a smile to think of all the advisers I’ve helped make the decision to move to true independence.