By
Jeff Goodnow
•
Jun 16, 2020
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!
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Show Notes:
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.
Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
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