… Also available as podcast (Episode #57) Apple | Android | Spotify | Amazon | Stitcher What is a TAMP? TAMP is an acronym for Turnkey Asset Management Program. Originally started in the 90’s, TAMPs at their core are a way to access a managed...
… Also available as podcast (Episode #56) Apple | Android | Spotify | Amazon | Stitcher What is the Broker Protocol? The Protocol For Broker Recruiting, as it is formally known, is a tool available for some financial advisors to use while transitioning...
… Also available as podcast (Episode #55) Apple | Android | Spotify | Amazon | Stitcher How Much Revenue Does A Broker-Dealer Generate From Their Advisors? While financial advisor “payouts” are the most referenced source of revenue for a...
… Also available as podcast (Episode #54) Apple | Android | Spotify | Amazon | Stitcher 10 Questions On The Future Of The RIA Model With Bob Veres In a departure from my normal single-question-per-episode format, on this episode I am joined by long time...
… Also available as podcast (Episode #53) Apple | Android | Spotify | Amazon | Stitcher How to choose a custodian for your RIA? Selecting a custodian, or in some cases more than one custodian, is one of the most important decisions you will need to make...
