Advisors Talk About TAMPs: A Game-Changer for Your Practice?Advisors Talk About TAMPs: A Game-Changer for Your Practice?
Wednesday, September 27, 2023 | 4:15 PM ET
September 12, 2023
Date: Sep 12, 2023
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Today’s advisors need solutions that help them adapt their business quickly and create consistent processes that meet stringent regulatory requirements. Yet, 66% of advisors say they don’t really understand turnkey asset management platforms (TAMPs)* or know what role they should play in supporting their firm. What do the pain points, costs, investment decisions, and client communications look like? Hear the stories from a panel of advisors that made the leap.
Coming out of this discussion, attendees will learn how to:
Establish proven investment strategies that can be utilized repeatably for long-term success.
Devote more time to building revenue and broadening client bases and spend less time on administrative work.
Serve clients even better with modern solutions and technology, as well as the support of our practice management team of experts.
*Source: The Wealth Advisor
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Vickie Lewin (Edwards) - Moderator
Senior Vice President & Chief Client Success Officer
AssetMark
Bruce Robertson
Financial Planner / Private Wealth Advisor
Lincoln Financial Advisors
Bob Bleier, CPFA
Wealth Advisor & Founding Partner
Montage Wealth Management
David Bodamer - Host
Executive Director
WMRE
