A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment management platform. Most prevalent among these factors is advisor need to escape stifling bureaucracy. “The platform that makes it easy … Read More
Advisor Finds a TAMP Taking Client Support to a Whole New Level
Like many independent advisors, Kevin Stinson knew that selecting the right TAMP for his practice was one of the most critical business decisions he would make. Kevin also understood that while he could benefit by outsourcing many of his front … Read More
EQIS and 3D/L Come Together to Form Freedom Advisors
Strategic merger fueled by financial partner Long Ridge combines two boutique turnkey asset management platforms known for investment excellence and personalized, white-glove service to independent financial advisors. SAN RAFAEL, Calif., June 16, 2022 / EINPresswire.com/ – Freedom Advisors Group LLC, a newly … Read More
How a growing RIA found the right TAMP to transition its clients with perfect precision
John Zanner was one step away from freedom. John dreamed of running his own practice. He would be free to do what he did best, and free to do what was best for his clients. So, John established his own … Read More
Efficient & Effective Client Portfolio Management
Partnering with the right institutional asset management firm allows you to delegate portfolio construction, management, and ongoing maintenance activities to skilled professionals with years of proven experience.
Attracting New Clients with Digital Marketing
Over the past year, the world as we know it has changed in many ways. This has led to a major shift in the way financial advisors grow their book of business. In the past, many advisors and financial planners … Read More
Six questions to ask yourself about your TAMP’s service team
Sometimes it seems that service is a lost art in today’s world. According to a recent survey by Microsoft, 90% of consumers choose a company based on the quality of its service, while 58% of consumers will switch service providers, … Read More
How to Most Effectively Use Your Time as a Financial Advisor
If you’re like most advisors, you probably wish you could manufacture more of your most precious resource – your time
Time Management Strategies: Decluttering Your Email
No doubt you are like 99.9% of all financial advisors scrambling to find more hours in every day. Now think about how much time you spend on emails…reading them, writing them, answering them, and generally trying to keep a handle … Read More
Why Outsource Rather Than Hire?
It is often said that great businesses have great teams. They work together in harmony toward a common goal and can achieve great things, together. Increasingly, members of a successful team are not direct employees of an advisor’s practice. Let’s … Read More