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This material is designed for an investment professional audience, primarily Registered Investment Advisors (RIAs).
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned b y TD Ameritrade IP Company, Inc. and The Toronto-Dominion
Because TD Ameritrade Institutional does not provide legal, tax or compliance advice, this information is not intended to be relied upon as such. While TD Ameritrade Institutional hopes that you find this information educational and thought-provoking, you need to determine whether the information is appropriate and applicable to you and your firm. You should consult with attorneys or compliance experts that understand your particular circumstances before utilizing any of the ideas presented here in your practice.
All third-parties mentioned in the following presentation are separate and unaffiliated from TD Ameritrade, are not responsible for each other’s opinions, services or policies and are not recommendations or endorsements of any specific company. All product and service names and logos are the property of their respective owners.
Elevating The Client Experience2
Will compete on client experience
Believe they deliver a superior client experience
Customers say they received a superior client experience
3
Source: Gartner customer experience research summary: Customer Experience Primer for 2016.
Elevating The Client Experience
89
80
8
What is our client experience and how can we make it better?
4
Product
Price
Experience
5
All third-parties mentioned in the following presentation are separate and unaffiliated from TD Ameritrade, are not responsible for each other’s opinions, services or policies and are not recommendations or endorsements of any specific company. All product and service names and logos are the property of their r espective owners.
Elevating The Client Experience
All third-parties mentioned in the following presentation are separate and unaffiliated from TD Ameritrade, are not responsible for each other’s opinions, services or policies and are not
recommendations or endorsements of any specific company. All product and service names and logos are the property of their r espective owners.
All third-parties mentioned in the following presentation are separate and unaffiliated from TD Ameritrade, are not responsible for each other’s opinions, services or policies and are not recommendations or endorsements of any specific company. All product and service names and logos are the property of their r espective owners.
Elevating The Client Experience
9 Elevating The Client Experience
10 Elevating The Client Experience
Compete on experience
Know your client
11 Elevating The Client Experience
Distributors
Accumulators
“HENRY”
Distributors
12 Elevating The Client Experience
Displays the % concentration of advisor’s clients who are in retirement age range (ages 60+) by TDAI asset balances1
13
Concentration of Advisor’s Clients in Retirement Age
All third-parties mentioned in the following presentation are separate and unaffiliated from TD Ameritrade, are not responsible for each other’s opinions, services or policies and are not recommendations or endorsements of any specific company. All product and service names and logos are the property of their r espective owners.
Employees who know the mission, values, and vision
Source: Achievers 2015 North American workforce survey results, The Greatness Gap: The State of Employee Disengagement, www.a chievers.com/system/files/resource/whitepaper-greatness-report.pdf.
Elevating The Client Experience30
40%
+
_
32 Elevating The Client Experience
Mission
Values
Vision
33 Elevating The Client Experience
Source: Buc-ee’s t-shirt image
All third-parties mentioned in the following presentation are separate and unaffiliated from TD Ameritrade, are not responsible for each other’s
opinions, services or policies and are not recommendations or endorsements of any specific company. All product and service names and logos
are the property of their respective owners.
This material is designed for an investment professional audience, primarily registered investment advisors (RIAs).
TD Ameritrade Institutional, Division of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion