Partner Value-Added Resources



During a time when advisors are navigating through a world that is anything but business as usual, TD Ameritrade Institutional would like to lend support during these turbulent times. This resource page has been crafted to host virtual resources focused on what advisors need to know from business continuity planning and managing stress to understanding the virus and its impact. For a complete list of our upcoming webcast series, click here .

 For a full list of all upcoming CE credit approved webcasts, click here.



Dr. Kevin Elko’s 1st video in his 7-part series – How to Swim a Good Race in Choppy Waters. Dr. Elko focuses on helping organizations in the areas of Leadership, Goal Setting, and various other motivational topics. He has worked with many financial firms & broker dealers, Super Bowl Championship teams (Cowboys, Steelers, & Eagles), and College Football Championship teams (Alabama Crimson Tide, Miami Hurricanes, & LSU Tigers).

If you would like to further receive these videos, please have them reach out individually to Brian Lomedico via email ([email protected]) or by phone (317-864-0869).

Dr. Elko’s 1st video in his 7-part series – How to Swim a Good Race in Choppy Waters.




SS&C COVID-19 Resource Center


Vanguard has been regularly updating an online resource with client-approved materials. Their marketing team has been focused on adding the most relevant research and commentary to the “Build your own” section of their website for advisors to customize and share with clients. The link below will bring you to the library of compliance approved resources. Advisors are free to use these however they choose to.