A Turnkey Asset Management Platform – TAMP for short – can create opportunities for financial professionals to spend more time engaging clients.
But you may be asking yourself: What is a TAMP? Why should I use a TAMP? What benefits can a TAMP offer to an RIA? What does a TAMP cost?
Not all TAMPs...
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
The financial advice industry is a highly competitive and complex landscape. Achieving sustainable growth, while challenging, is crucial for long-term success and the growth of a practice.A Schwab study highlighted that 75% of advisors polled reported that growth made their operations more complex...
There’s no denying the rapid evolution of the financial services industry over the past few years. Growth-focused Registered Investment Advisors (RIAs) have had to adapt quickly to remain competitive. Whether it was the overnight shift to remote work and digital communication with the pandemic, the...
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Start with the problem
In his seminal article, entitled “Marketing Myopia,” Harvard Business School’s Theodore Leavitt argued that companies, to their detriment, focus too much effort on creating and selling products and services, often failing to understand the problems and needs of their...
When Turnkey Asset Management Platforms (TAMPs) first emerged over 30 years ago, they may have been technologically rudimentary, but they were revolutionary at the same time. Their ascendance coincided with major structural changes in wealth management and they benefitted from the resulting...
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Welcome to the GeoWealth Consultant Series! Each article will highlight a consultant, coach, or organization focused on helping independent advisors improve practice management, accelerate success, and drive growth for their business.
Welcome to the GeoWealth Consultant Series! Each article will highlight a consultant, coach, or organization focused on helping independent advisors improve practice management, accelerate success, and drive growth for their business.
The Harvard Business School’s Michael Porter is the leading authority on industry structure and competitiveness. His Five Competitive Forces Framework states that profitability does not occur in a vacuum with a business and its customers. Rather, competitive forces affect a firm’s ability to...
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Welcome to the GeoWealth Consultant Series! Each article will highlight a consultant, coach, or organization focused on helping independent advisors improve practice management, accelerate success, and drive growth for their business.
Welcome to the GeoWealth Consultant Series! Each article will highlight a consultant, coach, or organization focused on helping independent advisors improve practice management, accelerate success, and drive growth for their business.
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
GeoWealth was featured in the Advisor Speed Demo series from FinancialAdvisor.TV. This video gives a quick, high-level overview of our leading financial technology and turnkey asset management platform (TAMP); which combines a comprehensive and fully-integrated platform with best-in-class portfolio...
A recent industry surveyindicates that one hundred percent (that's right, 100%!) of advisors who have broken away from a broker-dealer or wirehouse are happier to be independent and would do it all again.
When you think about the reasons advisors pursue independence, it makes sense: higher...
There’s certainly no question that today’s advisors understand the importance of creating an exceptional client experience. And especially with investor emotions and concerns rising as a result of the inflation, rising interest rates, global unrest and pandemic uncertainty we’ve experienced over...
Because it’s directly correlated to revenue, total AUM is the most common gauge for RIA growth. But AUM fluctuates based on market cycles, meaning it isn’t always indicative of the overhead required to operate the RIA.
In down markets, a firm’s total number of clients and accounts serves as a more...
