Description

Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world:

• Prospecting becomes easier when you know your options
• Creating a great client experience (can) become much simpler
• What to look for in a good TAMP solution

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

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