Tools to Build Your Business

"Your Road Map to Independence" - A comprehensive step-by-step guidebook outlining best practices of Independent RIAs that have made the transition successfully. Specifically, the guidebook provides a framework for evaluating whether or not to go independent, a strategic approach to the long-term implications of the decision, and a road map for creating an efficient and effective back office. "Your Road Map to Independence" was prepared by Moss Adams exclusively for TD AMERITRADE Institutional. It will tell you how over 50 other advisors like you have set up their own businesses.

"Transition Assistant" - In conjunction with the guidebook, TD AMERITRADE Institutional and Moss Adams also developed the Transition Assistant, an online tool that estimates the initial start-up costs and balance sheet information. The information provided in the calculations is based on industry averages and actual case studies. More…

Web Training Sessions - These hour-long sessions are designed to walk you through many of the steps you may need to take to go independent and to answer any questions you may have. The sessions also offer an opportunity to hear from your peers and speak with experts in a completely confidential setting. More…