September 4, 2013
- Managing Director, Institutional Marketing, TD Ameritrade Institutional
“As Managing Director of Institutional Marketing at TD Ameritrade, I work with a team of talented associates who make our digital outreach programs possible. We look forward to meeting the expectations and experiences of the RIA Community in the digital age and are committed to providing you with the tools and resources you need to grow your business.”
In my last post, I talked about what Human Finance means from the perspective of TD Ameritrade Institutional – how we came up with the concept, and why we feel it is important to you as a potential or established independent Registered Investment Advisor (RIA). Now, we’re giving you the floor. After all, you were the inspiration for this campaign in the first place!
As we interviewed financial advisors on the topic, we discovered Human Finance has as many meanings as the number of advisors we spoke with. And that’s just what we hoped we’d find. We know you value your independence and treasure the freedom you have to support your clients and do what is best for them in your own personal way. It’s why you are a fiduciary and why we offer custom tools and resources to fit your style.
Shared successes, conversations about what really matters, investments you and your clients believe in – these are just a few examples of what Human Finance means to advisors. In fact, we found all of the responses so inspiring that we couldn’t just stop there: Watch the video to see even more advisors talking about Human Finance.
What does Human Finance mean to you? Tell us at humanfinance.com. As always, we’re listening.