Wednesday, October 26, 2011
STRATEGIC ALLIANCES: BUILDING A SUPERIOR WEALTH MANAGEMENT PRACTICE WITH A TURNKEY ASSET MANAGEMENT PROVIDER
In today’s complex environment, CPA and RIA firms may find that their growth is limited because of the time required to manage their practices. To avoid this problem, firms have begun moving to a service model that includes a strategic alliance with an outside service provider, most commonly a turnkey asset management provider (TAMP). The goal: to move their business to the next level. In this presentation, learn about the benefits of a collaborative service model using a wealth management TAMP and what factors to consider when selecting a wealth management TAMP.