Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Wednesday, October 26, 2011

4:30 PM - 5:25 PM
Track: Financial Planning View Track

STRATEGIC ALLIANCES: BUILDING A SUPERIOR WEALTH MANAGEMENT PRACTICE WITH A TURNKEY ASSET MANAGEMENT PROVIDER

Susan Dreier Practice Development Manager, BAM ADVISOR SERVICES, LLC

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.

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