Content  | TD AmeriTrade

Building Trust With an Experienced Audience

Targeting a Well-informed Niche

TD Ameritrade sought to drive leads among current and aspiring registered investment advisors. We collaborated with TD Ameritrade on a content marketing program that put this niche audience first. The mission? Make registered investment advisors the content heroes, whether it was in a print magazine feature or podcast episode.

Celebrating Advisors

TD Ameritrade already had digital content as well as a print magazine. But they needed a different strategy — one that spoke directly to advisors.

Forging an Authentic Connection

To cultivate a relationship with registered investment advisors, we put them front and center. They not only served as expert sources in the content we created, but their perspectives also helped inform our editorial calendar. This collaboration helped fuel a robust ecosystem that included a content hub regularly updated with trending topics and a video series that highlighted the collaborative culture of TD Ameritrade. And by making registered investment advisors the stars of a multi-season podcast, we helped them further deepen relationships with the community.

Measurable Impact


increase in quarterly traffic


reduction in bounce rate


increase in leads generated via the website



Best Content Marketing Program in Financial Services, Content Marketing Institute


Best Podcast / Audio Series, Content Marketing Institute