TD LINC Conference 2018: Recap and Learnings

2 years ago

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We kicked off 2018 by attending the annual TD Ameritrade National LINC Conference for the very first time – and it did not disappoint. Over the course of three days we, along with hundreds of advisory firms, tech companies and vendors, attended breakout sessions, heard expert speakers and panels, demoed new software, rode bikes for a cause (pretty cool, right?) and even made it to the ice bar!

We left Orlando with a handful of new relationships and a wealth of knowledge. All of which will help us grow, better our services, work more efficiently and stay ahead of the curve.

So, what did we learn?   

1. Technology is Disrupting the Industry in a Big Way

Traditional advisory firms that don’t adopt the plethora of technology that is available today – and right at our fingertips… well, they frankly may not make it. While technology is not everything, and we firmly believe that human interaction and understanding is what sets us apart, technology is what pushes us to grow, work more efficiently and ultimately allows us to provide better, more educated advice to our partners and clients. With that said, don’t adopt just any tool you come across – be strategic about what you need and what technology can help you get there.

2. Innovation is Key

And change is good! Veteran advisors who have been in this business for decades, are often reluctant to change and stuck in their ways. A younger generation of advisors is here, and they are not afraid! Be open minded to industry change, stay informed, and it wouldn’t hurt to keep a few innovative millennials on staff…

I’m serious.

3. Don’t Ignore Cryptocurrencies

While the future of cryptocurrency is unknown, and there is no easy (or compliant) way to invest, it is unanimous that clients, friends and family have expressed extreme curiosity. Advisors should educate themselves so they can confidently field questions and help clients make informed decisions if cryptocurrency is something they are interested in.

4. Service Starts with You

Good client service starts at the top and trickles down through employees until it eventually touches the client. Engage your employees so they will engage the client. Empower them to work hard and provide exceptional service from start to finish – and reward them for doing so!

TD LINC – we will see you next year!

 


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The views and opinions expressed are those of the authors do not necessarily reflect the official policy or position of Cabana or its affiliates. Any content provided by our bloggers or authors are of their opinion, and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a financial advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

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