IN RIAL LABS - Evaluating and Comparing TAMPs_Standard_Reverse 2
DECEMBER 7, 2023 | 11:00 AM - 12:30 PM ET | VIRTUAL

Leveraging TAMPs for Enhancing Portfolio and
Practice Management 

RIA firms, like all other businesses, need to operate efficiently. To enable this, advisors need to ensure they are allocating resources to offer the very best service for their clients, along with achieving other key objectives such as business development activities and increasing AUM. For everything else, TAMPs can offer a great deal of support – and work/life balance – for advisors.  

Turnkey asset management platforms (TAMPs) are fee-based solutions that can offer technology, back-office support, and investment services for financial professionals to better manage their client assets. However, despite the powerful support they can provide, many advisors do not fully understand how TAMPs can enhance their clients’ portfolios. Selecting the right platform which is best suits their clients’ needs can also be a challenge.

This virtual event will deep dive into the world of TAMPs, decoding the complexities and creating a clear and concise market picture. Key discussion points will include:

- understanding the latest market trends regarding TAMPs evaluating the benefits of leveraging a TAMP for both advisors and clients
- comparing the different types of TAMPs and the additional services they can provide
- what should advisors consider when selecting the right TAMP for their practice and clients?
- assessing the potential disadvantages of using TAMPs and the considerations advisors and clients should be aware of
- should advisors outsource or do it themselves when it comes to implementing asset management?
- can advisors still effectively manage both their client’s and their client’s investments?

 

Leveraging TAMPs for Enhancing Portfolio & Practice Management

 

RIA firms, like all other businesses, need to operate efficiently. To enable this, advisors need to ensure they are allocating resources to offer the very best service for their clients, along with achieving other key objectives such as business development activities and increasing AUM. For everything else, TAMPs can offer a great deal of support – and work/life balance – for advisors.  

Turnkey asset management platforms (TAMPs) are fee-based solutions that can offer technology, back-office support, and investment services for financial professionals to better manage their client assets. However, despite the powerful support they can provide, many advisors do not fully understand how TAMPs can enhance their clients’ portfolios. Selecting the right platform which is best for your clients’ needs can also be a challenge.

This virtual event will deep dive into the world of TAMPs, decoding the complexities and creating a clear and concise market picture. Key discussion points will include:

  • - Evaluating the key benefits of TAMPs for both advisors and clients
  • - Comparing the different types of TAMPs and the additional services they can provide
  • - What should advisors consider when selecting the right TAMP for their practice and clients?
  • - Assessing the potential disadvantages of using TAMPs and the considerations advisors and clients should be aware of
  • - Can advisors still effectively manage both their clients and their clients’ investments?

Leveraging TAMPs for Enhancing Portfolio & Practice Management

RIAs, like any other business, need to operate efficiently. Getting the fundamentals right – from providing unbeatable client service, to futureproofing and scaling-up your business – are at the heart of this.  

For everything else, turnkey asset management platforms (TAMPs) can offer you game-changing support – and that all important work/life balance. 

However, selecting the right platform that works best for you and your clients is not always easy. 

This virtual event will deep dive into the world of TAMPs, decoding the complexities and creating a clear and concise market picture, enabling you to:

  • Connect and engage with industry experts from across the TAMP value chain
  • Explore the true value of implementing TAMPs for your firm
  • Discover how to enhance your clients’ portfolios while achieving greater cost and time efficiencies
  • Recognize the key factors for selecting the right solution for your needs

 

Continuing Education

This program has been approved for 1.5 CE credits from the CFP Board and 1.0 CE credits from the Investment & Wealth Institute.

CFP

This program has been accepted by the CFP Board for CE credit and can be reported for CFP® certification & renewal.

IWI

This program has been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® & CIMC certification & renewal.

Meet the Speakers

 

 

Chuck Failla

 


Chuck Failla

Founder & CEO, Sovereign Financial Group | Moderator

Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a "cold calling cowboy" in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. 

Read more here

Sara Paulson (1)

 


Sara Paulson

Division Manager, Central U.S., Assetmark

Sara helps advisors enhance their profitability, leverage human capital and share thoughtful insights that support important conversations with investors. She shares her advisory management expertise via professional development workshops and personalized support.

Read more here

Barrett Ayers

 


Barrett Ayers

President & CEO, Adhesion Wealth

Barrett Ayers is the President and CEO of Adhesion Wealth as well as one of its original founders. He has dedicated his career to advancing and promoting the fee-based advisory business by helping independent advisors deliver conflict-free investment advice to the investment public.

Read more here

Bill Sowell

 


Bill Sowell

CEO, Sowell Management 

Bill began his career in the financial services industry in 1990 and quickly became a top producer within the industry. In 1995, he began a fee-only practice now known as Sowell Management, which services a broad spectrum of some of the top Independent Advisor Representatives (IARs), and Registered Investment Advisors (RIAs) in the United States. He and his wife, Cindy, have worked as a team for more than 20 years. 

Read more here

Derieck Hodges

 


Derieck Hodges

Founder, Anchor Pointe Wealth Management 

Derieck Hodges, a Certified Financial Planner™ practitioner and founder of Anchor Pointe Wealth Management, has over 30 years of experience in the financial service industry. He attended Southeast Missouri State University and was a member of the Army R.O.T.C. program, receiving a commission as an Army 2nd Lieutenant.

Read more here

Thank You to Our Sponsor

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