---
title: GeoWealth Blog | Brendan Falls (3)
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. (3)
image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png
---

[Go Back Up](https://blog.geowealth.com/author/brendan-falls/page/3#top)

[Skip to Content](https://blog.geowealth.com/author/brendan-falls/page/3#body)

<https://blog.geowealth.com/author/brendan-falls/page/3#body>

[![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](https://geowealth.com/)

Toggle Menu

- [About](https://geowealth.com/about-us/)
  
  Toggle children for About
  
   Main Menu (Press to Return) 
  
  \> About 
  
    - [About Us](https://geowealth.com/about-us/)
    - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/)
    - [News & Press](https://geowealth.com/news/)
    - [Who We Serve](https://geowealth.com/who-we-serve/)
    - [Partners](https://geowealth.com/partners/)
    - [Careers](https://geowealth.com/careers/)
- [Advisor Technology](https://geowealth.com/advisor-technology/)
- [Portfolio Solutions](https://geowealth.com/portfolio-solutions/)
- [Services & Support](https://geowealth.com/services-and-support/)
  
  Toggle children for Services & Support
  
   Main Menu (Press to Return) 
  
  \> Services & Support 
  
    - [Services & Support](https://geowealth.com/services-and-support/)
    - [Advisor Training](https://geowealth.com/training-support-for-advisors/)
- [Resources](https://geowealth.com/resources/)
  
  Toggle children for Resources
  
   Main Menu (Press to Return) 
  
  \> Resources 
  
    - [Insights](https://geowealth.com/resources/)
    - [Case Studies](https://geowealth.com/case-studies/)
    - [Blog](https://blog.geowealth.com)
- [Contact](https://geowealth.com/contact-us/)
  
  Toggle children for Contact
  
   Main Menu (Press to Return) 
  
  \> Contact 
  
    - [Schedule a Demo](https://geowealth.com/schedule-a-demo)
    - [Request Pricing](https://geowealth.com/request-pricing-proposal/)
    - [Contact Us](https://geowealth.com/contact-us/)

- [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095)

![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_FALLS.png)

[mailto:connect@geowealth.com](mailto:connect@geowealth.com) <https://www.linkedin.com/in/brendan-falls-a1978280/> <https://x.com/GeoWealthTech/> <https://geowealth.com/>

###### Brendan Falls

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.

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/Blog%20Email%20Header%20Images7.png)](https://blog.geowealth.com/5-ways-rias-can-boost-profitability)

#### [5 Ways RIAs Can Boost Profitability](https://blog.geowealth.com/5-ways-rias-can-boost-profitability)

Ideas For Your Bottom Line Despite the upheaval of the past year, many RIA firms have continued enjo...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-37.png)](https://blog.geowealth.com/case-study-frustrated-ria-switches-tamp-saves-150k)

#### [Case Study: A Frustrated RIA Switches TAMPs, Discovers Freedom, and Saves $150k Per Year](https://blog.geowealth.com/case-study-frustrated-ria-switches-tamp-saves-150k)

Embracing new technology to improve your business Elizabeth wondered if she expected too much. After...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images3.png)](https://blog.geowealth.com/what-is-a-tamp)

#### [What is a TAMP and How Can One Help Your Practice?](https://blog.geowealth.com/what-is-a-tamp)

Exploring the Benefits of a Turnkey Asset Management Platform Advisors know meeting the expectations...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-35.png)](https://blog.geowealth.com/seeing-the-full-picture-when-analyzing-a-tamps-fee-structure)

#### [Seeing the Full Picture When Analyzing a TAMP’s Fee Structure](https://blog.geowealth.com/seeing-the-full-picture-when-analyzing-a-tamps-fee-structure)

How to Analyze Your All-in Platform Costs The cost of a Turnkey Asset Management Platform (TAMP) can...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---6.png)](https://blog.geowealth.com/a-tamps-goal-is-to-wow-their-customers-customers)

#### [A TAMP’s Goal is to Wow Their Customer’s Customers](https://blog.geowealth.com/a-tamps-goal-is-to-wow-their-customers-customers)

Providing a Quality Cusomter Experience As a Registered Investment Adviser (RIA), you expect to rece...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--6.png)](https://blog.geowealth.com/is-your-tamp-built-for-the-long-haul)

#### [Is Your TAMP Built for The Long Haul?](https://blog.geowealth.com/is-your-tamp-built-for-the-long-haul)

A Strong Foundation is Key In a world where industry changes are measured in months rather than year...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-20.png)](https://blog.geowealth.com/why-investment-flexibility-matters)

#### [Shouldn't the Advisor Be In Control? Why Investment Flexibility Matters.](https://blog.geowealth.com/why-investment-flexibility-matters)

Giving Advisors Room to Roam As a Registered Investment Advisor (RIA), much of your clients' satisfa...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----5.png)](https://blog.geowealth.com/attaining-faster-growth-and-higher-margins-through-a-scalable-tamp)

#### [Attaining Faster Growth and Higher Margins Through a Scalable TAMP](https://blog.geowealth.com/attaining-faster-growth-and-higher-margins-through-a-scalable-tamp)

Can a TAMP help you grow your business? In many industries, the term “scalable” is used fairly often...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-33.png)](https://blog.geowealth.com/understanding-the-true-cost-of-a-tamp)

#### [The Fee Factor: Understanding the True Cost of a TAMP](https://blog.geowealth.com/understanding-the-true-cost-of-a-tamp)

Recognizing Value For every Registered Investment Advisor (RIA) in the industry, fees and expenses a...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-31.png)](https://blog.geowealth.com/the-importance-of-integrated-technology-within-a-tamp)

#### [The Importance of Integrated Technology Within a TAMP](https://blog.geowealth.com/the-importance-of-integrated-technology-within-a-tamp)

Finding Harmony A Registered Investment Advisor (RIA) looking to grow a book of business wants to sp...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-15.png)](https://blog.geowealth.com/client-experience-matters)

#### [Selecting a TAMP: Client Experience Matters](https://blog.geowealth.com/client-experience-matters)

Focusing on What Matters Most Turnkey Asset Management Programs (TAMPs), in some form, have been aro...

[![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-16.png)](https://blog.geowealth.com/design-as-an-engine-for-growth-in-fintech)

#### [Design As An Engine For Growth In FinTech](https://blog.geowealth.com/design-as-an-engine-for-growth-in-fintech)

Bringing design front and center Q&amp;A with Chris Daly, SVP, Chief Digital Officer of GeoWealth As...

Explore additional blog articles:

[Previous Page](https://blog.geowealth.com/author/brendan-falls/page/2) [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)

# *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 (24)](https://blog.geowealth.com/tag/investment-management)
- [Investor Education (13)](https://blog.geowealth.com/tag/investor-education)
- [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary)
- [Operations & Back Office (16)](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. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal.

[Overview of Solutions](https://geowealth.com/geowealth-overview-investments-technology-service/)

Get Powered by GeoWealth.  
Schedule a Demo Today.

[![Schedule a Demo](https://no-cache.hubspot.com/cta/default/7742095/8a023122-555e-481f-a634-e81497b6f22d.png)](https://cta-redirect.hubspot.com/cta/redirect/7742095/8a023122-555e-481f-a634-e81497b6f22d)

[![GeoWealth](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=280&height=42&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "GeoWealth")](https://geowealth.com/)

**PLATFORM**

- [Advisor Technology](https://geowealth.com/advisor-technology/)
- [Portfolio Solutions](https://geowealth.com/portfolio-solutions/)
- [Services & Support](https://geowealth.com/services-and-support/)
- [FAQs](https://geowealth.com/geowealth-faqs/)

**COMPANY**

- [About](https://geowealth.com/about-us/)
- [Meet The Team](https://geowealth.com/meet-the-geowealth-team/)
- [In The News](https://geowealth.com/news/)
- [Resources](https://geowealth.com/resources/)

**CONTACT**

- [Schedule a Demo](https://geowealth.com/schedule-a-demo)
- [Request Pricing](https://geowealth.com/request-pricing-proposal/)
- [Contact Us](https://geowealth.com/contact-us/)

<https://www.linkedin.com/company/geowealth/> <https://x.com/GeoWealthTech>

GeoWealth is a registered trademark of GeoWealth, LLC  |  ©  All Rights Reserved  |  [Privacy Policies](https://geowealth.com/policies/)  |  [Form ADV](https://adviserinfo.sec.gov/firm/summary/148222)  |  Do Not Sell/Share My Personal Information

[444 N. Michigan Ave, Suite 3150](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ)  
[Chicago, IL 60611](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ)  
[312.219.9160](tel:312-219-9160)  
[connect@geowealth.com](mailto:connect@geowealth.com)