Growth & Efficiency

Selling Through Others: the TAMP Model of Growth

The traditional RIA business consists of four basic components: back-office functions, compliance, money management and sales. All of these functions can be outsourced to other firms. The best RIA firms spend 60-80% of their time in client-facing activities so they can drive growth. What RIAs...

Read full post

Using Technology to Streamline Your Practice

With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for...

Read full post

Lean Six Sigma training brings process improvement to TCA

RIAs that work with Trust Company of America know that a key focus of our work is on helping advisors achieve smart growth.

Whether it is our dedicated advisor service, leading RIA technology, or practice management consultative offerings, we help advisors do more with what they have.

...
Read full post

To 401(k) or not to 401(k)?

With its stable asset growth and a growing demand for investment advice among plan sponsors and participants, the $2.8 trillion 401(k) plan market represents a tremendous opportunity for RIAs. But with opportunity comes challenges for advisors wanting to enter the 401(k) market, including a long...

Read full post

Pages

User login