We partner with you to develop a strategic RIA business growth plan that helps fulfill your vision for your practice.
Practice Management & Marketing
We strive to create and maintain an environment of ongoing formal and informal sharing and learning opportunities to assist with your RIA business growth plan. We provide an extensive, supportive community of colleagues including our experienced home office team, industry leaders, partners as well as the resources of TD Ameritrade. All provide counsel guidance on what works best for your personalized RIA business growth plan. You'll receive consultative and strategic advice on how to market your practice while effectively channeling your passion for delivering outstanding client service. We provide a consultative compliance approach toward your marketing efforts and work with you to build brand awareness with those clients who are the best fit for your business.
When you join Strategic Blueprint, you enjoy the advantages of membership in a vibrant community of other client-focused advisors. From continuing education opportunities to collaborative webinars and idea exchanges, with invitations to our informative, community-building conferences, you'll have access to services beyond the realm of most independents. We focus on nurturing our community by helping you continually improve your capabilities, learn from and share with your peers, uphold best practices, and create a business of enduring value.