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!
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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...
If you’ve had any kind of onboarding experience before, with either a TAMP or traditional advisor technology provider, it was probably accompanied by several of these popular buzzwords: Flexible. Comprehensive training. Personalized. White glove. Onboarding should include all of those things – but...
It’s a widely accepted rule that human beings can’t do, or recall, more than three things at a time (at least not very well).This applies to low-stakes situations, like not being able to remember what you need at the grocery store without a list or where your car is in the parking garage, and at...
The industry at large spends a lot of time focusing on the “P” in TAMP—that is, the Platform’s technology features and capabilities. And we aren’t denying the critical importance of cutting-edge technology to help advisory firms streamline operations, relieve back-office burdens, and deliver a...
If you’re an advisor using a legacy TAMP to run your business, you’ve probably thought this to yourself several times a day:I’m fine. It’s fine. Everything’s fine.But it’s far more likely that everything is not fine, and trying to convince yourself otherwise is only going to delay the...
