How TAMPs have become as essential as a CRM
We met up with Bill Crager in August of 2020 when he served as a panelist at the 2020 TAMP Growth Summit. Bill along with a lineup of pillar heads from the TAMP community made their way on stage before an audience of wealth advisors.
Bill began his story by recalling how his successful firm Envestnet got started 22 years ago. “My memories are of a card table with Judd Bergman sitting across from me, us coming up with this terrible name named Envestnet after a few beers and we were dialed up. We were in the dial-up, a 28.8 into the wall, and had this idea that possibly we could begin to recreate an advice platform and do what the large firms had done for their advisors, but do it for everybody.”
The Wealth Advisor packaged Bill’s 2020 audio presentation into a short 10-minute SoundCloud clip which you can listen to HERE.
The concept was simple. Give advisors a better engine to do their job and they’ll thrive.
In the early 2000s advisor engines were very basic. They offered a little research and an ability to pick and choose products to pick off the shelf quickly and efficiently meant a lot to advisors.
Fast forward to 2022, Envestnet has become America’s foremost TAMP to provide wealth advisors precision tools they need to make complex decisions in seconds not days.
Now with over 120,000 financial advisors signed up and on with $3.8 trillion in assets, Bill Crager’s vision is now the benchmark for platform success.
"Technology has to be first and foremost when it comes to advisors intending to grow up." Crager remarks.
The Wealth Advisor is fortunate to have Bill Crager back this year to share his vision for the future this August 16th at the 2020 TAMP Growth Summit. To register, click HERE.
Bill told us that he’s anxious to participate and get in front of an audience of advisors ready to listen about what they should do to grow their practices and succeed this year. Even at a time when challenges make growth unusually difficult.
Our editor, Scott Martin recorded a video reminder, playing below for advisors know what’s to come at the 2022 Tamp Growth Summit. Take a few minutes to listen to the lineup. It’s everyone that would matter most for both inspiration and activation.
Since the webinar Zoom platform can only seat 1000 attendees, I’m told that The Wealth Advisor will be charging $100 it’s for a ticket to the event after August 1st, but if you sign-up now, admission is complementary.
If you’re inclined to want to know what Bill Crager thinks you should do now to make your firm more valuable we recommend that you register for this event today when it will cost you nothing.
