Vestmark Pulse

Top TD National LINC Takeaways

Written by: Sam Bush, VP Business Development on Feb 09, 2018    View More Blogs


What do Tom Brady and financial advisors have in common?

More than you think. Both plan with the end zone in sight and adjust along the way based on challenges in front of them. Sustained peak performance for Brady and for advisors is dependent on vision, preparation, and a commitment to the plan. Brady credits his success to pliability. So, what can advisors do to stay on top of their game?

Be nimble.

During TD Ameritrade’s National LINC 2018 Conference, energy ran high as advisors walked throughout the streets of the VEO Village, which consisted of more than 80 integrated technology partners, including Vestmark. This revealed a paradigm shift of sorts: it’s becoming more evident that advisors are no longer only evaluating investment managers to help them construct optimal portfolios, but also to find the best tech they can use to create positive outcomes for their clients and their firms.

Here’s what we heard during our conversations in the VEO Village and throughout the many sessions:

  • The wealth management industry is changing at an exponential rate. Because of this, “advisors must be nimble,” Ric Edelman, Executive Chairman of Edelman Financial Services said. In other words, advisors must adapt fast and be flexible while always learning and thinking about the future. 
  • Yet, in this ever-changing landscape, one constant remains: your passion makes a difference for the clients you serve. It’s why you love being a financial advisor. Rather than paraphrase what we heard, I’ll share a few Tweets from conference attendees.
  • We don’t all start life in the same place, which is why investors need advisors to guide them throughout each stage of life. During her keynote, Viola Davis told her story from coming out of poverty to becoming an award-winning actress. “We don’t all start the journey to the American Dream at the same starting line,” she said, “but it doesn’t mean we don’t have the ability to keep running.” One strategy that advisors are leveraging to keep pace is an investment in technology. Technology helps advisors adapt quickly to move into the future. Technology, like real-time portfolio management and trading platforms, help advisors boost efficiency so that they have more time to focus on achieving the best investor outcomes.

We couldn’t thank TD enough for such a great week at National LINC. It was filled with quality conversations and meaningful interactions. Find out how you can remain nimble and continue to nurture your passion for client relationships using our wealth management technology solutions. Fill out the form below to download our brochure, “Next Generation Portfolio Management for RIAs” or reach out to me for a demo.


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