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.
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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!
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.
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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