For our third episode, we'll take on the serious topic of working as an RIA with clients who are dealing with medical issues. CIO of Financial Strategies Group in Okemos, Michigan, Brice Carter understands what it takes to work with clients who are dealing with their own health concerns, as well as those who are coping with a family medical concern.

Medical Expert

For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals.




Disclosure:

Content provided is for educational purposes only and is not intended to be advice for any firm.

TD Ameritrade urges you to consult with your compliance and legal counsel prior to engaging in social media or marketing generally.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., & TD Ameritrade Clearing, Inc., members FINRA/SIPC. Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services provided exclusively by TD Ameritrade, Inc.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2020 TD Ameritrade.

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For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals. Disclosure: Content provided is for educational purposes only and is not intended to be advice for any firm. TD Ameritrade urges you to consult with your compliance and legal counsel prior to engaging in social media or marketing generally. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., & TD Ameritrade Clearing, Inc., members FINRA/SIPC. Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services provided exclusively by TD Ameritrade, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2020 TD Ameritrade.

For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals.




Disclosure:

Content provided is for educational purposes only and is not intended to be advice for any firm.

TD Ameritrade urges you to consult with your compliance and legal counsel prior to engaging in social media or marketing generally.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., &amp; TD Ameritrade Clearing, Inc., members FINRA/SIPC. Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services provided exclusively by TD Ameritrade, Inc.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2020 TD Ameritrade.

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