TD Ameritrade Institutional [TD] announced a set of practice management initiatives, in a bid to win over a major share of business from so-called breakaway brokers and advisors leaving large independent advisory firms.
Atop the list of measures is Maximize My Business, a practice management program that lets advisors choose from a set of customizable resources. The framework is designed to enhance seven essential business areas of an advisor’s practice, as identified by TD Ameritrade: marketing and business development, business operations, client service, risk management, practice equity and planning, educational resources and human capital management.
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