| | | Advisors Talk About TAMPs: A Game-Changer for Your Practice? |
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| | DATE:
Wednesday
September 27, 2023 |
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| | TIME:
4:15 PM ET
1:15 PM PT |
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Today’s advisors need solutions that help them adapt their business quickly and create consistent processes that meet stringent regulatory requirements. Yet, 66% of advisors say they don’t really understand turnkey asset management platforms (TAMPs)* or know what role they should play in supporting their firm. What do the pain points, costs, investment decisions, and client communications look like? Hear the stories from a panel of advisors that made the leap.
Join this webinar as experts share how to:
Establish proven investment strategies that can be utilized repeatably for long-term success Devote more time to building revenue and broadening client bases and spend less time on administrative work Serve clients even better with modern solutions and technology, as well as the support of our practice management team of experts |
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| | | Vickie Lewin (Edwards) - Moderator Senior Vice President & Chief Client Success Officer AssetMark |
| | | Bruce Robertson Financial Planner / Private Wealth Advisor Lincoln Financial Advisors |
| | | Bob Bleier, CPFA Wealth Advisor & Founding Partner Montage Wealth Management |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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