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Advisors Talk About TAMPs: A Game-Changer for Your Practice?

Wednesday, September 27, 2023 | 4:15 PM ET

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


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




TAGS: Resources