TD Ameritrade Stories

TD Ameritrade Institutional is a leading brokerage and custody services platform for Registered Investment Advisors (RIAs)today’s fastest growing financial advising model. It provides advanced technology and 1:1 personal support for investment advisors focused on growing their business in the independent RIA model.

TD Ameritrade turned to Bulldog to build a new kind of program into its marketing effortsfocused on starting real, action-oriented conversations with both of its prospect audiences. The two-pronged campaign is centered on customer storytelling, showcasing the real experiences of successful advisors and their best advice for success. Anchored by a series of personal video profiles that provide an authentic, open and human tone that’s new to the financial advising space, the series is broken into chapters that address specific pain points. The campaign hub also features tools and resources to build advisor confidence and inspire action.

See both sides of the campaign:

  • Breakaway Brokers (BABs): As current employees of big financial institutions, BABs face a difficult uphill battle to work in the independent RIA model. They need guidance and support to overcome the legal challenges, client retention worries and startup costs of going independent.
  • Existing RIAs: As independent business owners, RIAs build their firms on their own terms. But they also face the challenges of business ownership—time, resources, technology and customer service. They need the right custodial partner and a network of peer support to experience next-level success.

The team at Bulldog is always excited to help a brand break out from the competition. Let's start the brainstorm...

Get in Touch