GeoWealth's Colin Falls on What Advisors Really Need in a TAMP
Colin Falls, CEO of GeoWealth, details why RIAs are desiring more flexibility and control with their technology solutions.
RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward Turnkey Asset Management Platform (TAMP). The TAMP model continues to be appealing to advisors because it offloads so much operational work that can take up a significant amount of time. So, how does a firm like GeoWealth support an RIA’s growth in AUM, and scale as they scale?
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Colin Falls, CEO of GeoWealth, about why RIAs are desiring more flexibility and control with their technology solutions.
Shannon and Colin discuss:
- Where the opportunities are within the RIA space;
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What it means for a technology company to be flexible;
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What advisors really need in a TAMP; and
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What technology consolidation will mean for the industry.
About Colin Falls
As CEO, Colin is responsible for leading GeoWealth’s international team of financial professionals and technologists. He leads business strategy, organizational management, and platform product development. He started his professional career in an RIA, so he knows first-hand the challenges RIAs face.
Disclosures
The information provided in this podcast is intended for general information and educational purposes only. We do not guarantee the accuracy of the information presented and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. GeoWealth has not been compensated for this podcast. This is not an endorsement or testimonial of any product or service.
