 As service providers continue leveraging technology to serve advisors in the ways they want to engage, these platforms will also find their business models becoming increasingly scalable.”Carrie Hansen, EVP and Chief Operating Officer, AssetMark
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Technology-Fueled Service at Scale
Carrie Hansen | WealthManagement.com, May 2017
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Summary: Turnkey Asset Management Programs (TAMPs) and other key third-party service providers looking to attract new advisors often focus on marketing their individualized service model, emphasizing the one-on-one relationships and the personal touch they can provide.
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