Real talk: you're either ambitious or you aren't. A lot of advisors are coasting, focused on retention and squeezing efficiency out of the accounts they have. Then there are those of you with a strategic plan to capture real exponential growth. Either way, you need to attend this year's TAMP Summit. (Register HERE)
But it's important to know beyond any shadow of doubt which type of advisor you are. The "retention and efficiency" crowd know that picking the right platform partners is the key to using limited resources (time, money, personnel) to give your clients more. You get that.
And those of you who want to unlock transformational expansion without tripping on your own skis are finding that you can't go it alone either. The best time to build a platform yourself and then open it up to everyone else in the industry was probably 5-10 years ago. There are technology leaders now scaling the commanding heights. It's hard to compete head to head with them.
That's where it gets interesting. We're offering you ambitious types free diagnostic tools and one-on-one consultations with our team. You can tell us about your operation and we'll help you lay out a road map of how to get there.
Because while competing head to head with the giants would be crazy, a lot of those giants are as willing to share their technology with you as you're eager to open up your in-house platform to other advisors. They'll be presenting at the TAMP Summit. The lineup is HERE.
As with so many things in life, if you don't show up, you don't get those tools or the consultations. Showing up tells us how serious you are. I get that we're all busy but we've put a lot of work into amassing the biggest bench of industry leaders in the history of America's Best TAMPs. If you can't clear a little space on your calendar, that's your call. We'll race to the future without you.
Of course I love you "retention and efficiency" types too. Reserve your seat, attend a few sessions, see what each platform is all about and maybe you'll find a fit. If I see you in the attendance lists, you can reach out to me and we'll see about finding you the right partner for where you want to go.
