Month: October 2024
The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

The WealthStack Podcast: The TAMP Evolution: Tech Driving Wealth Management Forward with Kyle Wiggs

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TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency and client service. Initially, TAMPs were designed to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource the heavy lifting of investment management. Over time, as technology has advanced and client expectations have shifted, TAMPs have evolved to offer a wider array of services, including advanced portfolio customization, automated trading, and integrated compliance tools. The modern TAMPs now combine cutting-edge wealthtech solutions with multi-custodial capabilities, allowing advisors to serve a broader range of clients more effectively while keeping their focus on client engagement and growth.

In this episode, WealthStack Podcast host Shannon Rosic chats with Kyle Wiggs, CEO of UX Wealth Partners, about the evolving role of TAMPs in wealth management.

Shannon and Kyle also discuss:

  • The evolution of TAMPs and the technology advancements driving growth
  • How advisors can leverage TAMPs to manage regulatory, operational, and investment challenges more effectively
  • The role of AI in enhancing decision-making and portfolio management
  • How technology is redefining the client experience and helping advisors maintain control while outsourcing key functions

Connect with Shannon Rosic:

Connect with Kyle Wiggs:

About Our Guest:

As President & CEO, Kyle is responsible for leading UX Wealth Partners’ team of dedicated industry experts. He focuses primarily on business strategy, organizational management, platform & product development, and distribution strategy. With nearly two decades of industry experience, Kyle has an intimate understanding of today’s advisors, the technologies needed to modernize their businesses, and the transformative investment tools that power the UX Wealth Partners platform.

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Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

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The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth.

In this episode of WealthStack, Shannon Rosic, Director of WealthStack Content & Solutions, chats with Andrew Johnson, CEO, and Co-founder of Testimonial IQ, about why financial advisors should care about Google reviews, the role of compliance in managing testimonials, and how to align online presence with real-world client relationships.

Shannon and Andrew discuss:

  • Understanding testimonials vs. endorsements
  • Overcoming the fear of feedback
  • What advisors need to know about SEO
  • Future trends in online reputation management and the role of AI in compliance

Connect with Shannon Rosic:

Connect with Andrew Johnson:

About Our Guest:

An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor. Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook). Andrew served for five years in the Navy as a Surface Warfare Officer, including two deployments on the world’s finest Destroyer, USS O’Kane. Andrew earned his MBA from the University of Virginia and his BS from Davidson College. He resides with his family in Denver, CO.

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