Resources

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.

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.

Download your eBook and start your process of discovery.

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!

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 this white paper for an insightful look at the history of TAMPs and why many legacy TAMPs haven’t adapted to the evolving needs of advisors.

 

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.

Read this white paper for 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

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:

 

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.

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.

Ready To Work Smarter?

Get Powered By GeoWealth