In an industry characterized by continuous evolution and relentless competition, staying ahead requires ongoing education and strategic networking. If you're seeking a transformative experience that combines both, the 2023 TAMP Growth Summit is the event you cannot afford to miss.
Presented by America's Best TAMPs, this summit is tailored to catapult your advisory firm to unprecedented heights. Whether you're a veteran or new to the Turnkey Asset Management Platform (TAMP) landscape, there's a wealth of insights waiting for you.
Why Attend?
1. Unparalleled Insights: The summit's core promise is to deliver actionable strategies to expand your advisory firm's operations and services using TAMPs. The industry has seen a meteoric rise, with TAMPs weathering recent market dynamics and proving their resilience time and again. Not only are they attracting significant new investments from both retail and institutional channels, but they also now supervise well over $2 trillion in assets. Such growth is not just a trend—it's the future.
2. Expert Panel:
To guide you through this journey, we've assembled a stellar panel for the 2023 TAMP Growth Summit:
- Eric Clarke, Founder, Orion
- Natalie Wolfsen, Incoming CEO, Orion
- Daniel Needham, President, Morningstar Wealth
- Michael Kim, CEO, AssetMark
- Shirl Penney, CEO, Dynasty
- Mark Healy, CEO, FusionIQ
- Colin Falls, CEO, GeoWealth
- Jonathan Pincus, CEO, SMArtX
The summit boasts an assembly of the industry's brightest luminaries. Among them are Eric Clarke, Founder of Orion; Natalie Wolfsen, the incoming CEO of Orion; and Daniel Needham, President of Morningstar Wealth ... lucky to have Shil Penney, CEO Dynasty a headliner from Future Froof last month, to name a few.
With such a stellar lineup, attendees are guaranteed a deep dive into subjects that matter, drawing from the vast experience and expertise of these industry leaders.
3. Networking Opportunities: Beyond the content, the summit presents an invaluable opportunity to network. Engaging with industry peers, sharing challenges and solutions, and potentially forging new partnerships could be the game-changer your firm needs.
4. Stay Updated: The summit isn't just about leveraging existing TAMPs strategies—it's about forecasting the future. With monumental growth experienced by firms like SMArtX and AssetMark and the ever-evolving technology enabling RIAs to operate as efficient TAMPs, there's a lot on the horizon. Be among the first to learn what's coming next.
5. Exclusive Event: This is an exclusive, one-time-only event on October 31, 2023, at 2 PM EDT. The webinar is also CE-approved, allowing attendees to earn a 1.5-hour CE credit.
Making the Most of the Summit
If you're considering attending, here are some tips to extract maximum value ...
- Engage Actively: The power of such events lies not just in listening, but in engaging. Ask questions, participate in discussions, and share your experiences.
- Network: Engage with peers and the panel both during and after the sessions. You never know where your next big opportunity might come from.
- Stay Updated: Ensure you're up-to-date with pre-summit material. Familiarize yourself with the speakers, their backgrounds, and any preparatory material provided.
- Follow Up: Post-summit, consolidate your learnings, and strategize on implementation. Also, consider reaching out to connections you made during the event for potential collaborations.
The 2023 TAMP Growth Summit promises to be more than just an event—it's a springboard for growth, innovation, and success. Whether your goal is to elevate your firm's value, break into the TAMP industry, or just stay updated with the latest trends, this summit is the place to be.
Don't be left out of this transformative experience.
