The third bear market in four years is a wake-up call for many of us. Are we getting too old for business as usual? Does business as usual even still work? And how long will our clients put up with this?
The answers will shape the wealth management landscape in the years to come, which is why our next TAMP Growth Summit is bigger and more important than ever.
We’ve lined up giants from across the industry, each with a uniquely commanding vision for where we go from here . . . and how ground-level advisors can leverage their success.
Create enterprise value. Grow without doing a whole lot of work. Take the path of least resistance. Keep your eyes open to exploit opportunities as well as avoid challenges.
Bill Crager of Envestnet. Michael Kim of AssetMark. Eric Clarke of Orion. Daniel Needham of Morningstar. Evan Rapoport of SMArtX. Bob Herrmann, who owns EQIS and recently bought 3D Advisors.
They’re innovators, visionaries, consolidators. Empire builders. They almost never gather in the same virtual room . . . they’re usually off in their own silos, steering their platforms. Advisors stuck on one platform or another rarely get to see them interact.
Does the future have room for all of them? Who will be the last TAMP standing? We’ll find out on August 16. Craig Iskowitz, the leading advisor tech consultant around, will be on hand to weigh in.
Maybe you want to be on the same stage next year. That’s all right. It’s a blue ocean. They want to help.
Either way, this is not just a career option anymore. Having the right combination of technology and outsourced investment capability stopped being a luxury when the pandemic kicked in.
This is table stakes now if you want to stay in the business. Simply surviving in a world of inflation and endless volatility forces us all to get more flexible and more efficient . . . fast.
You need to stay differentiated, and that means letting other people focus on every aspect of your practice that can be commodified. Your clients demand it. You need to be able to scale up or down as needed. You need to add tangible value.
It’s really that simple. if you’re new to this field, I urge you to fill out the registration form nearby and reserve your seat now. We honestly ran out of slots last year. This one will be bigger. Fill out the form.
