Sponsored by LPL Financial
In this episode, David Armstrong joins First Ascent CEO Scott McKillop to discuss TAMP services, what differentiates himself from the competition through the team he has and the way his team works. Scott shares the benefits of technology within the business, both with consultants and within his team, when consultants do not understand the context surrounding TAMP and its use with clients, the problems that arise from a legal and fiduciary standpoint. disclose. ,
Scott discusses:
- How First Ascent has adapted to the digital workspace and how they have benefited
- Why they acquired client onboarding technology to increase value
- The value of TAMP to consultants and clients, including why consultants are looking for TAMP software, how it is implemented, and what clients get from the technology
- Legal and fiduciary issues surrounding TAMP-based services being used without consideration by consultants
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