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1 post in August 2016

Asking the Right Questions

August 2, 2016

The new FTJ FundChoice Risk Tolerance Questionnaire has been designed to provide the initial opportunity to engage prospective clients in a unique conversation that would set the advisor apart from other advisors and new “robo” alternatives. When we simply request the prospect to think about how markets can move up, sideways and down, then envision…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

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