TD Ameritrade Institutional has expanded its practice management programs in 2012, targeting independent registered investment advisors. The new offerings are built on TD Ameritrade’s Roadmap business consulting program, which helps advisors grow their businesses and become more productive.
“Advisors on the TD Ameritrade Institutional platform who participated in the Roadmap program over a 12-month period experienced nearly double the growth rate (17 percent) of non-Roadmap users (9 percent),” said George Tamer, director of strategic relationships, TD Ameritrade Institutional. “These compelling results are achieved by translating high-level business goals, such as improving client satisfaction, into definable and executable tasks. By sharpening the goal-setting process and focusing on executing a few tasks at a time, we’ve seen advisors experience significant progress.”