Resources

Five Red Flags to Avoid When Choosing a TAMP

Not all TAMPs are created equal. To effectively drive the focus and competitive advantage today’s modern advisor needs, it’s important to know what to look for – and what to stay away from – in a TAMP partner. Follow our guide to avoid the five most common red flags we see in the TAMP space:

GeoWealth Speed Demo with FinancialAdvisor.TV

Ready to see our platform in action? Watch this SPEED DEMO of the GeoWealth platform. Our COO, Jack Hannah, runs through key technology features and functions in less than 10 minutes.

If you’re ready for the real deal, schedule your live demo today here.

Supercharging Your Growth with a TAMP

GeoWealth helps advisors unlock value and scale faster by handling your trading, billing, model implantation, and more. Our goal is to simplify your daily operations so you can focus on what matters most: supporting your existing clients and acquiring new ones.

Download your eBook and discover how GeoWealth can transform your practice and help you scale even faster!

Breaking Away the Right Way

Breaking away from your broker-dealer has the potential to be one of the most significant decisions you can make in your career. Breaking Away the Right Way is a blueprint on best practices for launching your RIA and presents an easy-to-follow, phased approach that details the “how-to’s” of a successful transition.

Download your copy to begin your journey towards independence.

your models your way

Your models, your way.

Enterprise-level RIAs can have trouble standing out in a crowded field. However, highlighting your proprietary investments management capabilities makes your value proposition unique for investors. Do you have the right partner bringing that story to life and supporting your model implementation most efficiently? Download your eBook and learn how GeoWealth helps RIAs make their advisor-managed models feel turnkey.

America's Best TAMPs 2022 Edition from The Wealth Advisor

The Wealth Advisor has published their 2022 list of top Turnkey Asset Management Platforms, which includes GeoWealth.

This 52-page complimentary Guide presents the winner’s list — 26 TAMP solution providers who represent nearly $2 trillion in managed wealth. They offer services to financial advisory firms around the country. 

7 Keys to Partnering with the Right TAMP

Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? How can you ensure you get a suite of solutions that will meet your evolving needs? This guide will help you answer those questions – and more – by identifying the essential characteristics of a high-quality, modern TAMP.

The Resilient Advisor

The Resilient Advisor with Jay Coulter on FinancialAdvisor.TV

Colin Falls, President of GeoWealth, sat down with Jay Coulter of The Resilient Advisor for FinancialAdvisor.TV to discuss all things TAMP: the challenges facing breakaway advisors, how outsourcing to a TAMP allows RIAs to scale faster, and what lies ahead for GeoWealth after our Series B funding round from J.P. Morgan Asset Management and Kayne Anderson Capital Advisors. Watch the interview on YouTube:

The Evolution of TAMPs: From RIAs to IBDs and Back Again

When TAMPs first emerged over 30 years ago, they were built for the IBD Home Office – impersonal, slow to innovate, and expensive. Flash forward to the RIA market of 2021, with a record number of independent advisors seeking tech tools, flexible investment options, and a high-touch service. Tis white paper offers an insightful look at the history of TAMPs and why many legacy TAMPs haven’t adapted to the evolving needs of advisors.

The Resilient Advisor

Advisor Innovations Podcast from WealthManagement.com

In this episode, David Armstrong is joined by Colin Falls, president of GeoWealth, on the firm’s growth trajectory, what it means to be an “advisor-driven” turnkey asset management platform for RIAs, and how technology can ease the tension for RIAs between model portfolios and customized investment management, and what the company’s recent capital raise means for the future of GeoWealth. Listen here:

Foreside Partner Spotlight Interview with GeoWealth's Colin Falls

As part of Foreside Financial’s Partner Spotlight podcast series, Colin Falls discusses the history of GeoWealth, the value of tech-enabled tools for Advisors at any stage, and how compliance can be made easier. The podcast recording is accompanied by visuals and slides. Foreside’s suite of services and platform-based model automate and simplify compliance.

TAMP Myopia: Why “If you build it, they will come” won’t work in the RIA industry

The biggest TAMPs are in a never-ending cycle of M&A, seeking to become all-inclusive super platforms. RIAs are fiercely independent in all ways, and are unlikely to desire a singular offering covering every component of their tech stack. Read on for an insightful look at the history of TAMPs and why many legacy TAMPs haven’t adapted to the evolving needs of advisors. 

Defining Your Buyer Personas

Every successful RIA firm can identify their ideal client persona. However, many make the mistake of defining their ideal client based on investable assets alone. If you want to grow your business, you’ll need to take a deeper dive. Completing a Buyer Persona Template will help you explore what motivates your ideal prospect, the challenges they face, and the objections they’re likely to raise.

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