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Want to Build Your Business? Hire an Intern: TD LINC

Added on February 2019 in Manage Your Practice
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Summary: Generation Next “is all about bringing that new generation into your offices as both advisors and clients,” Kate Healy, managing director of Generation Next at TD Ameritrade Institutional, told attendees Wednesday as she kicked off a session at National LINC on business building ideas for emerging advisors.

Seven Cybersecurity Rules for Financial Advisors

Added on February 2019 in Manage Your Practice
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Summary: Cybersecurity was a major theme at this year’s T3 Advisor conference—and for good reason. Financial services are naturally attractive to criminals. In 2017, the sector experienced the highest volume of security incidents and the third highest volume of cyberattacks across all industries, according to an IBM security report. 

Voices RIAs: How to build a cybersecurity backbone before the SEC calls

Added on January 2019 in Manage Your Practice
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Summary: Cybersecurity is a serious game and independent registered investment advisors are up against some of the best criminals out there, simply because of the nature of this business. Since the stakes are so high, the SEC is intent on penalizing firms that lack a locked-down offense and defense.

4 Easy Ways to Show the Value You Bring to Clients

Added on January 2019 in Manage Your Practice
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Summary: You aren’t the low-cost option. If clients want to buy stocks, ETFs or otherwise invest in the market, they have alternatives. Your involvement adds value. You know it, but how do you demonstrate that to your client? Here are four easy ways:

Podcasts: An Untapped Marketing Opportunity

Added on January 2019 in Manage Your Practice
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 Summary: Financial advisors regularly struggle with time management. It’s true: You are always looking for an effective way to communicate your value proposition, balancing the need to stay in front of your clients, and communicating with your team while seeking to grow your practice by adding new clients.

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