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.
Coming out of this discussion, attendees will learn 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.
*Source: The Wealth Advisor
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
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
David Bodamer - Host
Executive Director
WMRE