Welcome to the
TDA4advisors Blog

We are excited to share a collection of relevant, timely, and insightful articles that can help you grow and strengthen your business. TD Ameritrade and leading industry experts will be contributing their unique perspectives on the challenges and opportunities that RIAs are facing today. Thank you for joining our community and we look forward to connecting with you!

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

Make 2018 a Great Year — Start (or Improve) Your Internship Program

Welcome to January! If you’re like me, you try to make a few realistic resolutions for both your personal and professional life. But I’m not here to be your life coach. I just have one simple question: Is one of your goals to do a better job at attracting NextGen talent to your firm?

If this is on your top 10 list of things to improve in 2018 . . . good. Let’s get started. If it isn’t, read on because maybe it should be something you consider in the year ahead.

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: Building the Future Is About More than Just Hiring

Freshly cleaned cube: check. System logins set up: check. Tour the break room and share parking info: check, check. Welcome aboard! Good luck and see you at your annual review. Now I can scratch “hire NextGen talent” from my to-do list.

Okay, that’s a bit extreme. But you get my point. We know it’s important to hire NextGen advisors (and I’ll remind you later of a few of those reasons). But developing people — fostering a meaningful, robust career — is a crucial piece of the puzzle that is lacking among RIA firms and I’m going to focus on today.

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: So Long Summer, Hello Conferences

Every year, it happens pretty quickly for me. I finally adjust to the slower pace of August and, blink!, it’s fall conference season in full force. My next few months will be packed with events where I’ll be meeting new people, running into old friends, and doing my favorite thing: “AdvoKating” for the future of our industry.

But first, I want to share a highlight that happens at the end of every summer. Our interns put their heads together and come up with a “Capstone” project. They present their big idea to Tom Nally, President, TD Ameritrade Institutional, and his leadership team. Each year they impress me and my colleagues with their unique perspectives and the hard work they put into this effort.

L-R Ryan Shen, Christina Eng, Alejandra Cornell-Roberts, Kate Healy, Timothy Haan, Margaret DiGerolamo, Chris Passarell

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