Evelyn Zohlen: Growing a rewarding and successful business

Opening my own firm was certainly daunting, but a few important decisions eased the process. The most important thing is to build a team that enhances and complements your particular talents. That includes finding a custodian that shares your values. For me, I wanted a custodian that would be my advocate. In this respect, I’ve found that TD Ameritrade Institutional has terrific resources for their Advisors, providing the same kind of support for me that I provide my clients.

Next, build a team that covers your weak points so that you can concentrate on leveraging your strengths. It’s also important to identify your values and find like-minded people who share your passions. And remember—you don’t have to be everything to everyone. Instead, focus on being everything to a specific set of clients so you can make a difference in their lives.