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

Inclusivity. A win-win-win.

When you do work that matters, in a way that reveals your values, you’re sending a message to everyone around you.

As we’ve seen over the past few years, the values of a firm and its leaders can no longer be a secret. Or separate. They are intertwined with the firm’s brand. And while scary, that can be a good thing.

We see many advisory firms weaving their values into the fabric of how they do what they do. The leaders of these firms are shaping the culture they themselves want to be part of. And the best thing? They’re not alone. Potential hires — even prospective clients — often end up thinking: “Hey, I want to be part of that.” What your firm stands for, the kind of social capital you bank, matters more than ever — especially with the next generation of hires and clients.

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

NextGen doesn’t always mean younger gen

You know by now that my definition of NextGen is different – it means anyone who isn’t here now. That means women, people of color, LGBTQ, career changers, former military, the list goes on… We recognize that our graying industry needs to diversify, to reflect the diversifying pool of investors. (If you need more convincing, read my last blog here.) It’s pretty clear that we need to explore untapped talent pools if we’re going to meet the future need for financial planning.

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

AdvoKate: #PressforProgress on March 8

We hosted a very special guest at this year’s National LINC — “Fearless Girl .”  While it was fun to watch attendees take selfies and gain inspiration from her, I realized that what you see in her depends a lot on your point of view.

I’m proud of my career and I have forged my own path, but looking at her reminded me how grateful I am of the support I’ve had along the way. From my parents who made sure I knew I could be whoever I wanted to be— to wonderful mentors and managers and friends who en-courage me still today. I don’t have to always be fearless, because I know a lot of people have my back.

In support of fearless girls everywhere, join me for my first Twitter chat on International Women’s Day, Thursday, March 8, where we’ll talk about what we can do to support more women in the industry.

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