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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!

  • by Taryn Grimes

The Human Finance Project: Finding Your Purpose

Earlier this year, TD Ameritrade Institutional launched the Human Finance Project a movement designed to elevate the RIA model and help redefine what it means to be a Financial Advisor. With her powerful storytelling skills, Taryn Grimes was selected to act as our moderator in the development of our Human Finance Project interviews. This blog post is part of a larger series detailing Taryn’s experiences and observations in being an integral part of the project–helping advisors tell their unique stories.

Registered Investment Advisor, Wayne McDaniel, dedicating a new home in the village of Kanavaipudur, India

Registered Investment Advisor, Wayne McDaniel, dedicating a new home in the village of Kanavaipudur, India

With over 150 RIA interviews under my belt, I feel grateful to The Human Finance Project. When all of this began, I was hesitant to believe that I’d hear stories this unique and compassionate. But they keep coming.

I’ve spoken with war heroes, rabbis, stand-up comics, and children of single parents who learned the importance of making ends meet. Every tale has been vastly different, but with similar qualities. Each detail of their story revealed good character, respectfulness, and integrity. But most of all, they seemed to have found a strong sense of purpose, which got me thinking.

What is purpose? And how do you find it?

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  • by Taryn Grimes

The Human Finance Project: Live from the NAPFA Spring Conference

Earlier this year, TD Ameritrade Institutional launched the Human Finance Project- a movement designed to elevate the RIA model and help redefine what it means to be a Financial Advisor. With her powerful storytelling skills, Taryn Grimes was selected to act as our moderator in the development of our Human Finance Project interviews. This blog post is part of a larger series detailing Taryn’s experiences and observations in being an integral part of the project–helping advisors tell their unique stories.

Lauryn Williams, the first American woman athlete to win both Summer and Winter Olympic medals, participated in the Human Finance Project at the 2016 NAPFA Spring Conference.

Lauryn Williams, the first American woman athlete to win both Summer and Winter Olympic medals, participated in the Human Finance Project at the 2016 NAPFA Spring Conference.

While boarding the plane, heading to Phoenix for the 2016 National Association of Personal Financial Advisors  Conference, I began thinking about the consistency of good character that I’ve encountered while interviewing Registered Investment Advisors (RIAs) over the past  eight months. So far, The Human Finance Project has introduced me to over 150 members of a community of kind, intelligent, motivated fiduciaries, with whom I hope to keep in touch.

I wondered, could this trend possibly continue?

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  • by George Tamer
  • Managing Director, Strategic Relationships, TD Ameritrade Institutional

Succession Planning: An Ounce of Prevention is Worth a Pound of Cure

Managing Director, Strategic Relationships, TD Ameritrade Institutional

Managing Director, Strategic Relationships, TD Ameritrade Institutional

“Only put off until tomorrow what you are willing to die having left undone.”
– Pablo Picasso

How did a $5 sprinkler head turn into a $1,000 repair? I had a sprinkler head break in my yard recently and instead of a light mist watering my garden there was a torrent of water eroding a hole in my back yard. I couldn’t get to the hardware store that weekend to fix it and it slipped my mind. After a few weeks, the broken sprinkler head eroded a large hole in my yard. In my haste to fix this suddenly urgent problem, I accidentally broke the water main feeding the sprinkler system, causing a 10-foot geyser in my yard much to the delight of my children. I had to shut off the water to my house and hire a plumber to repair everything at a cost of $1,000 for an emergency weekend repair. How did I let a minor repair turn into such a large and expensive problem? It’s easy to forget or delay something that doesn’t seem like a big deal at the time. You get busy with other more pressing daily activities like children’s sports, school work, etc.

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