TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/ SIPC. Advisors have not received remuneration for participation in providing these testimonials. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients. TD Ameritrade does not recommend or endorse any advisor that utilizes its brokerage or custodial services. TD Ameritrade and SignatureFD are separate and unaffiliated firms, and are not responsible for each other’s services or policies. In no instance should the listing of a third party be construed as a recommendation or endorsement by TD Ameritrade. TD Ameritrade makes no warranty or representation with respect to the service as to suitability or fitness for a particular purpose. TD Ameritrade does not guarantee nor are they responsible for the completeness or accuracy of the data provided or for the quality of any product or service. More information about the advisor is available on the SEC website Access to TD Ameritrade Broker/Dealer Network is provided by TD Ameritrade Institutional as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. The advisors mentioned are not affiliated with TD Ameritrade Institutional. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisor has not received remuneration for participation in providing a testimonial. In doing so, the firm is able to attract and keep the best and brightest in the business-and ultimately, to thrive in a highly competitive space. From fitness classes to team-building events to educational programs, SignatureFD works hard to create a world-class culture. “We take care of our team members and put them ahead of clients, because they care for our clients,” says Liptak. The firm’s goal? Make it the best place in the world to work. We thought that people might be concerned about noise (with the open floor plan) but we use phone booths and huddle rooms for privacy.” In addition to the open floor plan, the lobby’s SignatureFD Cafe makes the perfect setting for casual meetings and brainstorm sessions. “We removed the hierarchy to be more open. SignatureFD’s new office space-the entire 18th floor of a downtown building-was designed with collaboration in mind. Therefore, much time and energy is devoted to creating next-gen advisors who are groomed to be the essence of SignatureFD.” Creating an Enviable Workplace Culture “Senior advisors realize that the future growth of the firm, and enterprise value, lies in the creating advisors who are SignatureFD. Liptak is always thinking, “How can we get people sharing responsibilities to make everyone at the firm successful?” He describes how an effective mentoring program can impact not only the development of the individuals at the firm, but can also increase enterprise value. Who is going to help them work through the process, go on joint meetings, and help answer questions? There’s a difference when people are very clear on who is responsible.” We have to define who on our team is dedicated to making the new hire successful here. “Before we bring in a new advisor, we determine who is going to be their mentor. SignatureFD is able to attract top-performing advisors, thanks in part to its thorough onboarding process. Peller is convinced that this is a result of the firm hiring good people and putting them in an environment where they feel good about the work they do and the opportunities available to them. We think about how to create opportunity where people do not have to go to a large bank or wirehouse first to get trained.” And when employees are happy, clients are happy. According to Doug Liptak, co-founder of SignatureFD, “We have people who have been promoted from internship to partner in all of our different disciplines. One thing’s certain: Employees are happier-and stick around longer-when career opportunities are clearly defined.
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