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The fastest-growing registered investment advisors have to excel at a number of skills – from providing great client service and investment advice, to skillfully managing their people and businesses.

But to grow and scale an RIA business effectively, advisors can’t do everything themselves. One effective way to super-charge sales and drive assets under management (AUM) and revenue is to sell your service and strategies through reps.

TCA’s recent paper outlines four key components to successfully building a sales force that can put your practice on the fast track.

Establish A...

Tech Triangle: Managing the Relationship between Advisor, Rep and Client

 

For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical...

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AUM Isn’t Everything

A recent column in Financial Advisor touched on a misconception that is pervasive in the financial advisory industry: the tendency “to equate assets under management with the quality of...

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Consumers Prefer Human Advisors

Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, ...

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New Liberty Features in August

In July, Trust Company of America announced improvements to our technology platform, Liberty, which seamlessly connects desktop and mobile systems.

Earlier this month, we added even more functionality. Now advisors and reps can register accounts, execute block trades and process accounts...

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