As financial advisors face mounting pressure to scale their practices efficiently while maintaining high-quality client service, the search for the right Turnkey Asset Management Platform (TAMP) partner has become increasingly crucial. Technology-driven solutions abound in the TAMP marketplace, but true differentiation comes from platforms that can deliver both cutting-edge tools and hands-on support for business growth. Among the leaders in the space, Brookstone Capital Management stands out for its “TAMP+” approach, combining technological infrastructure with intensive practice development support.
In an interview with The Wealth Advisor’s Scott Martin, Dean Zayed, founder and CEO of Brookstone, discussed how the firm’s comprehensive approach to partnership has reshaped the traditional TAMP model by combining robust technological infrastructure with intensive business development support and succession planning services.
Pioneering the Integration of Insurance and Advisory Services
One of Brookstone’s key differentiators is its expertise at “the intersection of the insurance world and the TAMP world,” says Zayed, bridging the gap between the two and creating a synergy that delivers greater value to advisors and their clients. As the industry evolves, more advisors are moving beyond a strictly fee-only model to embrace holistic planning—making the seamless integration of insurance products alongside traditional advisory services more important than ever.
Brookstone has been at the forefront of the industry shift, helping advisors thoughtfully combine the two realms, particularly those with significant insurance or annuity business. “We have been a thought leader at that intersection since day one, and we’ve very successfully been able to help advisors use both parts of those worlds,” Zayed notes, describing it as a “one plus one equals five scenario.”
By partnering with a TAMP that understands both insurance and securities, advisors can connect these services more effectively. Brookstone’s specialized knowledge aims to not only enhance an advisor’s ability to deliver comprehensive client solutions but also create opportunities for practice growth, increased revenue, and greater overall efficiency.
Beyond Traditional TAMP Services
The evolution of TAMP services has largely focused on technological advancement, with most providers competing primarily on digital capabilities. While technological capabilities remain essential, forward-thinking firms recognize that technology alone cannot address the full spectrum of advisor needs in today’s complex market environment.
“Not all TAMPs are created equally,” Zayed explains, noting that although standard TAMP offerings typically include digital onboarding, paperless experiences, and trading tools, Brookstone has developed a more comprehensive model. “What makes us a TAMP+ is that we also act in a coaching, consulting relationship and business building advisory role with our advisors.” The enhanced partnership approach transforms the traditional vendor relationship into a true business collaboration, providing advisors with the strategic support needed to achieve sustainable growth.
Addressing the Succession Challenge
Succession planning remains one of the most pressing issues in the advisory industry, as an aging workforce seeks solutions for legacy and transition. Many advisors want to step back gradually rather than make an abrupt exit, creating demand for structured pathways that balance continuity with flexibility. Rather than leaving advisors to navigate the process alone, innovative TAMP providers such as Brookstone are stepping up with solutions that facilitate smooth, personalized transitions while preserving the value of an advisor’s business.
“We’ve built a very, very attractive platform that involves succession planning to make it a special way for an advisor who’s built a beautiful business to transition out in a way that is enjoyable,” Zayed says. Brookstone’s approach allows advisors to remain engaged as they ease into retirement, maintaining partnerships while ensuring long-term stability for clients. The rise of M&A activity across the industry underscores the need for well-structured succession strategies, and Brookstone has already helped many advisors transition successfully.
Brookstone’s approach demonstrates how modern TAMP relationships can evolve beyond providing traditional service models to developing strategic partnerships in an advisor’s long-term business planning.
Driving Practice Growth
Many platforms promise growth, but few deliver concrete results through structured support programs. The difference lies in the depth of engagement and the breadth of resources provided to help advisors expand their practices strategically.
Brookstone’s commitment to advisor growth has yielded remarkable outcomes, with some practices experiencing what Zayed notes as “300% annualized growth” through engagement with his firm’s business development team and coaching resources. For practitioners ready to accelerate their business development, Brookstone’s comprehensive growth resources offer a proven path forward.
“There is a mindset change of course, but we have all the tools,” Zayed says. “If you’re that ambitious advisor, Brookstone is probably going to be the right home for you.”
Meeting Evolving Client Needs
As client wealth levels continue to rise, Brookstone has adapted its platform to meet growing demands. The firm has seen increased interest in sophisticated planning solutions, particularly from high-net-worth clients seeking advanced tax strategies, estate planning, and access to private investment vehicles. In response, the platform has expanded to include access to private markets, private capital, private equity, and real estate products, complementing its core offerings of exchange-traded funds and individual stocks.
The platform’s comprehensive capabilities allow advisors to serve clients across the wealth spectrum while addressing complex planning requirements.
By offering access to sophisticated investment vehicles alongside traditional solutions, Brookstone seeks to enable advisors to compete effectively for high-net-worth business without sacrificing their core client relationships. The combination of advanced planning tools, private market access, and integrated insurance solutions creates the potential for advisors to deliver a more holistic approach that meets the needs of clients across the wealth spectrum.
“We don’t just say we focus on high net worth—because we don’t. We have clients from all different types of backgrounds,” Zayed notes. “But there is a niche to be played with more of the advanced planning topics like tax and estate planning and definitely access to some of the other types of products that could enhance the portfolio.”
By equipping advisors with a comprehensive suite of solutions, Brookstone empowers them to meet evolving client expectations and build lasting, value-driven relationships across wealth segments.
Building for the Future
The foundation of a successful TAMP partnership lies in shared values and a commitment to mutual growth. For Brookstone, a culture of partnership has driven two decades of innovation and advisor support.
“I love working with good people that we have a close alignment of philosophies with, both in business and in life,” Zayed explains.
As the advisory industry continues to evolve, Brookstone maintains its commitment to refining and expanding its offerings while staying true to its core mission of providing comprehensive support to advisors. The firm’s position at the junction of traditional advisory services and insurance solutions, combined with its robust business development support and succession planning services, makes it a compelling partner for advisors looking to grow their practices or plan for transition.
For advisors considering a TAMP partnership, Brookstone offers a unique value proposition that extends well beyond the standard technology-driven platform. With its focus on personalized coaching, business development support, and comprehensive planning solutions, the firm continues to demonstrate why a “TAMP+” approach may be the key to advisory practice success in today’s financial landscape.
____________________
