WealthStack Podcast: Colin Falls on What Advisors Want in a TAMP

RIAs who’re in search of steadiness between evolving high-tech options with high-touch advisory providers may have to contemplate a tech-forward TAMP. The TAMP mannequin continues to be interesting to advisors as a result of it offloads a lot operational work that may take up a big period of time. So, how does a agency like GeoWealth assist an RIA’s development in AUM, and scale as they scale?

On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Colin Falls, President and CEO of GeoWealth, about why RIAs are wanting extra flexibility and management with their expertise options.

Shannon and Colin talk about: 

  • The place the alternatives are inside the RIA area
  • What’s means for a expertise firm to be versatile
  • What advisors really want in a TAMP
  • What expertise consolidation will imply for the business

Join with Shannon Rosic:

Join with Colin Falls:

About Our Visitor:

As President & CEO, Colin is answerable for main GeoWealth’s worldwide crew of economic professionals and technologists. He focuses totally on enterprise technique, organizational administration, and platform product growth. With over a decade of business expertise, Colin has an intimate understanding of each the expertise and funding instruments that energy the GeoWealth platform.

Previous to becoming a member of GeoWealth in 2012, Colin served in varied roles and departments – ranging throughout advisory and again workplace – at Frontier Wealth Administration, a Kansas Metropolis based mostly Registered Funding Advisor. He graduated from the College of Notre Dame’s Mendoza School of Enterprise with a B.A. in Administration and Entrepreneurship. As a captain of the Notre Dame Basketball crew, Colin earned First Workforce All-Large East honors as a senior and completed his profession with probably the most three-point subject targets made in Notre Dame and Large East Convention historical past. Colin went on to play basketball professionally in Italy and the Czech Republic.

Colin relies in Chicago along with his spouse and three kids. He spends most of his free time staying energetic, both on the lake, on the tennis courtroom, or chasing his children.


Leave a Reply

Your email address will not be published. Required fields are marked *