It's the beginning of a new year, which is always a good time to take stock of where you are in your career and define your objectives for the coming year. One goal for 2010 should be to find yourself a mentor or coach if you don't already have one.
While self-assessment is important, there are many benefits to seeking outside support. For example, a mentor or coach can help you define career plan, keep you focused, and hold you accountable for the goals you set. A mentor or coach can also provide encouragement and bolster your self-confidence when things aren’t going according to plan...More
If you’re thinking of changing firms, one of the most important things you can do early on in the process is to network with other advisors. Indeed, according to The Advisor Evolution Study, conducted by Registered Rep. and TD AMERITRADE Institutional in the fourth quarter of 2009, 52 percent of respondents said they network with other advisors before making a move...More
TDIA Corner
When it comes to taking the leap to true independence, advisors tend to go through three distinct transition stages—exploring a change, doing due diligence, and then making the actual transition. Exploration is the first of those stages in which advisors investigate what making a move to independence may look like and what steps they may need to take to get there. In this issue we spoke to Jeff Zabel, Director Institutional Sales at TD AMERITRADE Institutional, who offers some valuable insight to guide you through the exploration process. Stay tuned in the coming issues for help evaluating your options and ultimately making your move.... More |
