Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world: 

  • Prospecting becomes easier when you know your options
  • Creating a great client experience (can) become much simpler
  • What to look for in a good TAMP solution

 

We hope you enjoy and follow us on this journey!

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.