If you’re an independent adviser to TD Ameritrade, you may want to borrow a couple of pages for your practice from the playbook of namesake Toronto-Dominion Bank on how to best serve customers. Or perhaps even Victoria’s Secret, which has nothing to do with financial services..
That is, if you want to boost your bottom line by working the virtuous cycle of the “service profit chain,” after the 2011 National Conference of TD Ameritrade Institutional Services – which begins Wednesday, Feb. 2, in San Diego – is in the history books.
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