In a rare confluence of industry luminaries, the 2024 TAMP Growth Summit is set to bring together some of the most influential figures in wealth management, offering financial advisors unprecedented access to their collective expertise.
Scheduled for August 20th, this exclusive online event promises to unveil the strategies that have propelled these leaders to manage billions in assets. Register HERE or hit the button below to reserve your seat.
The summit, themed "Start Smart, Scale Rich," will feature a powerhouse lineup of speakers, including Eric Clarke, former CEO of Orion, Michael Kim of AssetMark, Natalie Wolfsen of Orion, Colin Falls of Geowealth, Barrett Ayres of Adhesion, and Jonathan Pincus of SmartX. These TAMP innovators are prepared to share their insights on leveraging technology and automation to drive substantial AUM growth.
For Registered Investment Advisors (RIAs) looking to scale their practices, this event offers a unique opportunity to learn from those who have successfully navigated the complexities of the wealth management landscape. The summit will cover critical topics such as harnessing AI for practice growth, implementing advanced automation techniques, and optimizing TAMP technologies for enhanced performance and efficiency.
Eric Clarke, known for his visionary approach to fintech, is expected to deliver groundbreaking insights on how AI can be leveraged to accelerate growth in advisory practices. His session alone could prove invaluable for advisors seeking to stay ahead in an increasingly tech-driven industry.
The summit also promises to delve into the practical applications of automation in wealth management. From auto-balancing portfolios to implementing advanced trading algorithms, attendees will gain insights into how these tools can significantly boost AUM while simultaneously improving work-life balance.
Scott Martin, Managing Editor of The Wealth Advisor and host of the event, emphasizes the unique nature of this gathering. "This isn't just another webinar," Martin states. "It's a rare opportunity for advisors to gain direct access to the strategies and insights that have built billion-dollar enterprises in our industry."
For many advisors, the appeal lies in the practical, actionable nature of the content. The speakers are expected to share their "billion-dollar playbooks," offering a behind-the-scenes look at how top TAMP providers are scaling their operations to unprecedented levels.
The timing of this summit (register HERE) is particularly relevant as the industry continues to evolve rapidly. With changing market conditions and an ever-increasing emphasis on technology, advisors are seeking new ways to grow their AUM and streamline their operations. This event promises to address these needs head-on, providing strategies that can be implemented immediately.
An additional incentive for attendees is the opportunity to earn 1.5 hours of CE credit, making the summit not just an educational experience but also a practical investment in ongoing professional development.
As the wealth management industry continues to face challenges and opportunities in equal measure, events like the 2024 TAMP Growth Summit become crucial for advisors looking to stay competitive and grow their practices. By bringing together this caliber of industry leaders and focusing on practical, growth-oriented strategies, the summit is positioning itself as a must-attend event for forward-thinking financial advisors.
Registration for the 2024 TAMP Growth Summit is NOW OPEN, with the organizers noting that spaces are filling up quickly. Interested advisors are encouraged to secure their spots early to ensure access to this wealth of industry knowledge and expertise.
