ADVISOR INSIGHTS

What We’re Thinking About

WHITEPAPER

Should You Outsource Your Investment Management?

Understanding the benefits and the tradeoffs of outsourced investment management will help you make the decision that is right for you and your practice. Any investment advisory firm considering a TAMP needs to ask themselves these 3 questions.

  • explore outsourcing

Evaluation Guide

24 Things to Know About Your TAMP

If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking these 24 key questions can aid your evaluation process.

  • Access The List

FEATURED EBOOK

7 Keys to Partnering with the Right TAMP for Your RIA

Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? What is most important to you, and to your clients? How can you ensure you get a suite of solutions that will meet your evolving needs?

  • Get your guide

EBOOK & WHITEPAPERS

Resources for RIAs & Home Offices

Whether you’re a firm with two people or two hundred people on staff, there’s a case for outsourcing to a Turnkey Asset Management Platform (TAMP) like GeoWealth. Dive into these resources to help you determine if it makes sense to outsource your trading, model management, or back office to a TAMP.

Supercharging Your Growth with a TAMP

📄 10 PAGES 🕐 10 MINUTES

See the power of GeoWealth’s TAMP for RIAs, including client case studies.

5 Red Flags to Avoid When Choosing a TAMP

📄 4 PAGES 🕐 8 MINUTES

Advice on finding the TAMP that suites your firm’s needs.

Making Your Home Office Models Feel Turnkey

📄 6 PAGES 🕐 8 MINUTES

A guide for efficiently managing your home office models via a TAMP.

The Case for Outsourcing Trading Operations

📄 6 PAGES 🕐 8 MINUTES

How an outsourced trading partner can cut your marginal costs on recurring trades.

LOOKING TO START FRESH?

For Breakaway Advisors

eBook

Breaking Away the Right Way

Your blueprint for best practices for launching your new firm, presented in an easy-to-follow, phased approach across 6 key areas.

Case Study

Advisor Launches New RIA & Increases Payout by 180%

Sharing the story of an invetment advisor who finally left a wirehouse, started his own firm, and found the partner and profitability he was seeking.

Deep Dive

10 Steps to Starting an RIA Firm

Here’s our deepest and most detailed into exactly what it takes to start an RIA. Grab a cup of coffee and pour over this 10-step framework.

From the Desk of the COO

Our COO and resident operations guru, Jack Hannah, shares stories and insights for those working in, or heading up, back and middle offices.

Investor Education

For those times that a client comes to you with a seeking to learn more about investment concept or strategy. This is a library of resources that investment advisors can share with their clients.

From the Blog

3 Reasons Advisors Should Use a TAMP to Invest in UMAs

How can a TAMP deepen the positive impact of UMAs on performance reporting, billing, and execution?

Change the Way You Measure Growth

Why you should looking beyond AUM levels to find out what’s impacting the firm’s profit margins and overall profitability.

7 Ways RIAs Can Increase Their Appeal Ahead Of A Sale

Higher valuations are possible by adjusting your approach to common factors such as growth, scalability, tech, and repeatability.

GeoWealth Blog

EDUCATION HUB

Take a Deeper Dive

Rounding up some informative resources designed to help advisors and their clients more thoroughly understand the benefit of Turnkey Asset Managament Platforms and the investment vehicles most often accessed through a TAMP.

WHAT IS A

TAMP

WHAT IS A

UMA

WHY USE AN

ETF

ESSENTIALS OF RIA

Marketing

ESSENTIAL FINANCIAL

Glossary

Some Other Fun Stuff For You…

Our Favorite Podcasts for RIAs (and their clients)

Whether you’re a seasoned professional or just starting your advisor journey, these podcasts may hold nuggets of wisdom, fresh perspectives, or updates related to our ever-evolving industry. Pop in those earbuds and listen in!

Our Favorite Tech for Advisory Firms

As a tech company, we’re obviously big fans of creative and innovative tech-based solutions to inefficiency or miscommunication. We’ve built this list of technologies that we use, know, and love – and how we recommend RIAs leverage these tools at their firms.

Project Planning and Goal Tracking Templates

To hit any goal requires careful planning, strategic vision, and continued monitoring of progress. To that end, we built you templates and trackers to help you achieve everything on your vision board in 2024. This pack includes: 30-day challenge trackers, vision boards, SWOT Analysis templates, meeting organizers, brainstorming notetakers, social media planning forms, and more.

Explore Other Content & Resources:

Webinars & Events

Platform Release Notes

The Advisor Driven, Tech Enabled TAMP for RIAs

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