20 episodes

For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals.




Disclosure:

Content provided is for educational purposes only and is not intended to be advice for any firm.

TD Ameritrade urges you to consult with your compliance and legal counsel prior to engaging in social media or marketing generally.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., & TD Ameritrade Clearing, Inc., members FINRA/SIPC. Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services provided exclusively by TD Ameritrade, Inc.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2020 TD Ameritrade.

Beyond the Portfolio TD Ameritrade Institutional

    • Investing
    • 4.7 • 19 Ratings

For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals.




Disclosure:

Content provided is for educational purposes only and is not intended to be advice for any firm.

TD Ameritrade urges you to consult with your compliance and legal counsel prior to engaging in social media or marketing generally.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., & TD Ameritrade Clearing, Inc., members FINRA/SIPC. Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services provided exclusively by TD Ameritrade, Inc.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2020 TD Ameritrade.

    The Succession Strategist

    The Succession Strategist

    Over the last two seasons, we’ve talked a lot about how RIAs can manage their client relationships, build their businesses, and run effective practices. But when you’ve successfully done all that, what comes next? What steps can you take to feel like you are leaving your firm in the right hands? In the season finale, we’ll talk with Bill Gettings of Gettings Reed Financial about how he’s planning ahead to transition his firm when he retires. Then, Eliza DePardo of TD Ameritrade joins to run through what advisors should keep in mind when forming their business transition plans.

    In an ever-evolving financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better. Learn more at www.tdainstitutional.com.

    Guests:
    Bill Gettings, Gettings Reed Financial
    Eliza DePardo, TD Ameritrade Institutional

    • 41 min
    The CEO

    The CEO

    Running a successful company doesn’t necessarily use the same skills as being a top-notch financial advisor—though there might be more overlap than you think. In this episode, we sit down for a roundtable discussion with Eileen O’Connor of Hemington Wealth Management and Brent Brodeski of Savant Wealth Management to learn more about how they’ve faced—and embraced—the challenges that come with running their own RIA firms.

    For six tips on how you can be an effective business leader, visit: https://www.tdainstitutional.com/insights/articles/welcome-to-the-c-suite.html

    Guests:
    Brent Brodeski, Savant Wealth Management
    Eileen O'Connor, Hemington Wealth Management

    • 31 min
    The Juggler

    The Juggler

    Even though the RIA model provides many people with the flexibility they crave, the recent transition to remote work has only shined a brighter light on the balancing act that many advisors face in their professional and personal lives. We’ll talk with Jeremiah Winters of Salomon & Ludwin about how he juggles caring for his 5 young children with providing dedicated service to his clients. Then, Kerry Wekelo of Actualize Consulting joins to share more tips for how companies can create environments that support work-life balance for their employees.

    Flexibility is one of the many reasons the RIA model is an attractive model for financial advisors. The Exploring Your Independence Business Evaluator can help you decide if joining or starting an independent RIA is right for you: https://www.exploringyourindependence.com/#/splash

    Guests:
    Jeremiah Winters, Salomon & Ludwin
    Kerry Wekelo, Actualize Consulting

    • 43 min
    The Trailblazer

    The Trailblazer

    As the son of immigrants from Liberia, Dasarte Yarnway didn’t see others who looked like him or reminded him of his parents when he landed in the financial industry. After first working at a smaller firm, a brokerage, and a large bank, the RIA space finally gave him the freedom to blaze his own trail by starting Berknell Financial Group—and to share information about finances with those who weren’t already in the room.

    Learn how you can encourage candid conversations about privilege, equality, and diversity at your firm: https://www.tdainstitutional.com/insights/articles/advokate--how--and-why--you-should-be-having-candid-conversation.html

    Guest:
    Dasarte Yarnway, Berknell Financial Group

    • 29 min
    The Brand Builder

    The Brand Builder

    For today’s RIAs, building your personal brand and establishing a clear mission for your firm is critical to differentiate yourself from the crowd. Dean Barber of Barber Financial Group in Kansas City shares how he went from being a rookie to a radio show host to a sought-after financial advisor both in and out of his geographic market. Then, Jack Waymire, a consultant to RIAs with Paladin Digital Marketing, provides some digital marketing best practices for RIAs looking to expand their reach.

    Social media is one of today’s fastest ways to communicate meaningful information to current and prospective clients. Download your free copy of Building Authentic Relationships Through Social Media, from TD Ameritrade Institutional: https://www.tdainstitutional.com/insights/download/meaningful-social-media.html

    Guests:
    Dean Barber, Barber Financial Group
    Jack Waymire, Paladin Digital Marketing

    • 32 min
    The Mentor

    The Mentor

    What is it like to mentor another advisor? What insights can you gain from having someone invested in your personal and professional growth? Marjorie Wentz and Kelly Bradley of Trinity Wealth Management in Berwyn, Pennsylvania, tell the story of how they met, how Marjorie has helped Kelly find her way in the industry, and what they’ve both learned from each other along the way.

    What steps can you take to help ensure your RIA business doesn’t lose out on top-notch talent to larger, more recognizable firms? Click here to learn five strategies to target recent college grads: https://www.tdainstitutional.com/insights/articles/5-key-findings-for-attracting-next-gen-talent.html

    Guests:
    Marjorie Wentz, Trinity Wealth Management
    Kelly Bradley, Trinity Wealth Management

    • 27 min

Customer Reviews

4.7 out of 5
19 Ratings

19 Ratings

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