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1 post in May 2017

Story vs. Process: Blending Strategies for Investment Clarity

May 5, 2017

How do you connect with investors, with a well-crafted story, or cold hard facts? Over the last 25 years in the investment industry, I’ve come to realize that there are two types of advisors – storytellers and process disciples. While working toward the same goal, both communication styles look starkly different, like two pieces of…

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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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