LET'S BEGIN THE CONVERSATION

LET'S BEGIN THE CONVERSATION

Now your firm can gain additional AUM and revenue from financial advisors simply by presenting your firm as a TAMP.


So what the next move? Gain insights from The Wealth Advisor’s expertise to help shape your firm’s TAMP success for 2020 and beyond.


Book your complimentary one-on-one phone call with both Scott Martin, Executive Editor and Jerry Cooper, Publisher to help you craft a blueprint for the path forward.


Please choose two suggested call dates/time slots which fits your schedule on the form to the right. Once you submit your requested dates, you’ll hear from our team to coordinate.


Once a time is booked you’ll receive a calendar invitation, and a special conference call number and password so you can join.

Now your firm can gain additional AUM and revenue from financial advisors simply by presenting your firm as a TAMP.


So what the next move? Gain insights from The Wealth Advisor’s expertise to help shape your firm’s TAMP success for 2020 and beyond.

Book your complimentary one-on-one phone call with both Scott Martin, Executive Editor and Jerry Cooper, Publisher to help you craft a blueprint for the path forward.

Please choose two suggested call dates/time slots which fits your schedule on the form below. Once you submit your requested dates, you’ll hear from our team to coordinate.

Once a time is booked you’ll receive a calendar invitation, and a special conference call number and password so you can join.


COMPLETE THE FORM BELOW
TO REQUEST YOUR CALL TIME