--- title: GeoWealth Blog | Brendan Falls (2) description: Brendan Falls is EVP, Chief Growth Officer at GeoWealth. Brendan has a BA in History from Lawrence University and an MBA from the Kellogg School of Management at Northwestern University. 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Brendan has a BA in History from Lawrence University and an MBA from the Kellogg School of Management at Northwestern University. [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-41.png)](https://blog.geowealth.com/maximize-value-by-decreasing-fixed-costs) #### [Maximize Firm Value by Decreasing Fixed Operational Costs](https://blog.geowealth.com/maximize-value-by-decreasing-fixed-costs) Measure your RIA's growth the right way Because it’s directly correlated to revenue, total AUM is th... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----12.png)](https://blog.geowealth.com/challenging-the-traditional-tamp-onboarding-illusion) #### [Expectation vs. Reality: Challenging the Traditional TAMP Onboarding Illusion](https://blog.geowealth.com/challenging-the-traditional-tamp-onboarding-illusion) Don't get fooled by onboarding tricks If you’ve had any kind of onboarding experience before, with e... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-32.png)](https://blog.geowealth.com/three-tamp-non-negotiables) #### [The 3 TAMP Non-Negotiables No One is Talking About](https://blog.geowealth.com/three-tamp-non-negotiables) Why you need to find a Partner, not just a Platform The industry at large spends a lot of time focus... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--2.png)](https://blog.geowealth.com/everything-is-not-fine) #### [Legacy TAMP Users, It’s Time to Admit Everything is NOT Fine](https://blog.geowealth.com/everything-is-not-fine) Knowing When to Call it Quits If you’re an advisor using a legacy TAMP to run your business, you’ve ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-24.png)](https://blog.geowealth.com/the-word-tamp-isnt-the-problem) #### [The Word TAMP Isn't The Problem](https://blog.geowealth.com/the-word-tamp-isnt-the-problem) TAMPs get a bad rap. Let's change that. They’re viewed as rigid and inflexible, forcing advisors to ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---8.png)](https://blog.geowealth.com/elevate-your-clients-experience-by-centralizing-all-that-you-can) #### [Elevate Your Clients’ Experience by Centralizing All That You Can](https://blog.geowealth.com/elevate-your-clients-experience-by-centralizing-all-that-you-can) Finding Harmony through Centralization If you want to create and sustain a great experience for your... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-27.png)](https://blog.geowealth.com/reduce-your-stress-and-reclaim-your-time) #### [The Easiest Ways to Reduce Your Stress & Reclaim Control](https://blog.geowealth.com/reduce-your-stress-and-reclaim-your-time) Ways An Outsourcing Partner Can Take Problems Off Your Plate Whether you are considering using a Tur... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---4.png)](https://blog.geowealth.com/advisor-launches-new-ria-and-increases-payout-180-percent) #### [Case Study: Advisor Launches New RIA & Increases Payout by 180%](https://blog.geowealth.com/advisor-launches-new-ria-and-increases-payout-180-percent) Finding an Edge with a TAMP John was a 50-year-old advisor who had been at 3 different wirehouses ov... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-25.png)](https://blog.geowealth.com/case-for-leaving-a-broker-dealer) #### [The Case for Leaving a Broker-Dealer](https://blog.geowealth.com/case-for-leaving-a-broker-dealer) Making the Leap to Independence Breaking away from a broker-dealer is never an easy decision, but th... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-26.png)](https://blog.geowealth.com/why-outsourced-trading-makes-dollars-and-cents) #### [Why Outsourced Trading Makes Dollars and Cents](https://blog.geowealth.com/why-outsourced-trading-makes-dollars-and-cents) Why you should consider handing trading off to a TAMP Why did you become an independent advisor? The... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----.png)](https://blog.geowealth.com/find-freedom-by-outsourcing-your-back-office-functions) #### [Find Freedom by Outsourcing Your Back Office Functions](https://blog.geowealth.com/find-freedom-by-outsourcing-your-back-office-functions) Getting Over the Hurdles Many advisors recognize the value of partnering with a TAMP to provide clie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--3.png)](https://blog.geowealth.com/does-your-ria-need-to-hire) #### [Does your RIA need to hire? You have options.](https://blog.geowealth.com/does-your-ria-need-to-hire) Is your next "employee" a technology partner? Count yourself in the select group of investment advis... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-10.png)](https://blog.geowealth.com/4-tips-to-increase-the-value-of-your-firm) #### [Four Actionable Tips to Increase the Value of Your RIA Practice](https://blog.geowealth.com/4-tips-to-increase-the-value-of-your-firm) Planning Your Legacy Investment Advisors choose to practice their crafts under the RIA structure for... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--5.png)](https://blog.geowealth.com/how-rias-can-harness-the-power-of-technology) #### [How RIAs Can Harness the Power of Technology](https://blog.geowealth.com/how-rias-can-harness-the-power-of-technology) Staying Ahead of the Curve In retrospect, it’s amazing how far the independent investment advisory b... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-40.png)](https://blog.geowealth.com/how-a-large-fast-growing-ria-solved-its-operational-challenges) #### [Case Study: How A Large, Fast-Growing RIA Solved Its Operations Challenges](https://blog.geowealth.com/how-a-large-fast-growing-ria-solved-its-operational-challenges) Tech-enabled Super Charging $500 million AUM is a notable achievement for an RIA firm, and they had ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-38.png)](https://blog.geowealth.com/corporate-ria-finds-tamp-partner-and-saves-50-percent) #### [Case Study: Corporate RIA Finds TAMP Partner & Saves 50%](https://blog.geowealth.com/corporate-ria-finds-tamp-partner-and-saves-50-percent) When you know it's time to find a new TAMP partner The executive leadership team at this Corporate R... Explore additional blog articles: [Previous Page](https://blog.geowealth.com/author/brendan-falls) [1](https://blog.geowealth.com/author/brendan-falls) [2](https://blog.geowealth.com/author/brendan-falls/page/2) [3](https://blog.geowealth.com/author/brendan-falls/page/3) [Next Page](https://blog.geowealth.com/author/brendan-falls/page/3) # *Thought Leadership* What We're Thinking About. Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (23)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (11)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (15)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![Phone in hand](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. 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