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Trust Company of America closed the books on the third quarter, adding 28 new RIAs with $750 million in AUM through the first nine months of the year. New clients signed on with TCA to take advantage of the mobility and operational efficiencies of our RIA platform, Liberty.

The growth was highlighted in a recent press release that said improving operations amid increasingly volatile markets was a common demand among several of TCA’s new RIA firms.

 “While assets under management steals the headlines in the RIA business, net income pays the bills,” said Joshua Pace, Senior Vice President, Business Development for Trust Company of America. “This year, we are hearing from more advisors who are focused on harnessing technology and process improvement to improve their bottom line – and spend more time with clients. It’s a win-win that helps advisors and their clients reach their full potential.”

With many RIAs having to...

Tips for Increasing CRM User Adoption from Redtail

Author: Brian McLaughlin, CEO/CTO of Redtail Technology

Whatever CRM system you may use, user adoption is one of the biggest challenges facing any organization. Brian McLaughlin, CEO/CTO of Retail Technology, provides some insight into how...

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Dreamforce 2013: What We Saw

The marketing team at Trust Company of America went to the annual Dreamforce Conference in San Francisco last week.  For those of you who are not familiar with Dreamforce, it is the annual conference put on by Salesforce.com. 

Dreamforce is not just a conference - it is an Event...

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The Company Brand vs. Your Personal Brand

Whose brand goes first? 

At Trust Company of America (TCA), we believe you know what’s best for your business. That’s why all of our offerings—whether it’s our technology platforms, mobile apps or client statements—are branded for your company, not ours.

The large...

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Online Reputation Management for Financial Advisors: Combating Negative Digital Reviews

Guest Blog Post - Amy McIlwain, Financial Social Media

One of the scariest aspects of the online world for advisors is the lack of control they have about their brand. It’s the gift and the curse of the Internet: anyone can say anything at any time. This can become even more of a challenge...

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