Subscribe to the GeoWealth Blog for timely updates:
Published July 29, 2021
Many advisors recognize the value of partnering with a TAMP to provide clients with superior investment management services. But what you may not fully realize is how a TAMP's back office services can ease the daily burden of managing your practice and free you up to...
Published July 15, 2021
Count yourself in the select group of investment advisor representatives whose RIAs are growing. Well done. However, your success comes with challenges, and one you are likely facing is how to scale your business by adding new staff.
Published June 30, 2021
Investment Advisors choose to practice their crafts under the RIA structure for a wide variety of reasons. Whether it's the desire to support clients as a true fiduciary, the ability to provide superior service, or simply the dream of operating as an entrepreneur, the...
Published June 17, 2021
In retrospect, it’s amazing how far the independent investment advisory business has advanced over the past three decades and there is no doubt that technology has played a key role in that progress. In fact, the benefit to independent advisors from the last 30 years of...
Published June 3, 2021
Growing your firm doesn’t happen by accident. The most successful RIAs will tell you that it requires a concerted effort, through both prospecting and marketing. But not everyone realizes that these are two distinctly different functions with unique tactics.
Published May 13, 2021
$500 million AUM is a notable achievement for an RIA firm, and Krieger Advisors had every right to celebrate when they hit that milestone in late 2019. Stephen Krieger and his partner, Carol Raimes, both advisors who formerly worked for an independent broker-dealer,...
Published April 29, 2021
What’s in a brand? Might seem simple at first. But, your brand itself speaks volumes about YOU, and yet, when was the last time you thought about your company’s name, your logo, or even your overall identity?
At its core, a brand is defined as an identifying symbol,...
Published April 15, 2021
The executive leadership team at Acme Wealth Management knew they had a problem. More like several problems. Since launching its RIA as a single small office in 2012, the firm had enjoyed a remarkable run of success and now boasted a lofty $1 billion in AUM, multiple...
Published April 1, 2021
Despite the upheaval of the past year, many RIA firms have continued enjoying organic growth. Now, perhaps more than ever, clients are looking for professionals they can trust to help them make sense of – and adapt to – the continually shifting landscape.
Published March 18, 2021
Elizabeth wondered if she expected too much. After all, she knew other Advisors who experienced challenges with their turnkey asset management platforms (TAMPs). But most of her peers seemed to accept the everyday annoyances. Elizabeth could not. Her frustration had...
Published March 4, 2021
Advisors know meeting the expectations of clients quickly, efficiently, and consistently might make the difference between retaining a customer or losing one. Partnering with a tech-forward solution like a TAMP can help you maintain a competitive edge and therefore grow...
Published February 18, 2021
The cost of a Turnkey Asset Management Platform (TAMP) can be a major differentiator because fee structures are unique from TAMP to TAMP. It’s important that a Registered Investment Advisor (RIA) dives deep into the fee arrangement in terms of both asset management...