You know us as "the TAMP people." But there are two types of advisors who care enough about what's going on with the major platforms to show up for the annual TAMP Summit. If you're reading this, you care. The question is why.

A lot of advisors are coasting, focused on retention and squeezing efficiency out of the accounts they have. That's fine. You're here because you want to make sure you're working with the best people. In that scenario, there are a lot of new faces this year. You'll want to see what they have to show us.

And those of you who want to unlock transformational expansion without tripping on your own skis are finding that you can't go it alone either. Maybe you want to be a TAMP. Maybe you're one already. Either way, the best time to build a platform yourself and then open it up to everyone else in the industry was probably 5-10 years ago.

Now there are technology leaders scaling the commanding heights, taking us into a world of automation, insight on demand, adaptive and intelligent portfolio management. It's hard to compete head to head with them. They already run $1.3 TRILLION in client wealth.

That's where it gets interesting. We're offering you ambitious types free diagnostic tools and one-on-one consultations with our team. You can tell us about your operation and we'll help you lay out a road map of how to get there.

Because while competing head to head with the giants would be crazy, a lot of those giants are as willing to share their technology with you as you're eager to open up your in-house platform to other advisors. They'll be presenting at the TAMP Summit. The lineup is on the right. Sign up for as many sessions as you like. Meet the people who might transform your career.

As with so many things in life, if you don't show up, you don't get those tools or the consultations. Showing up tells us how serious you are. I get that we're all busy but we've put a lot of work into amassing the biggest bench of industry leaders in the history of America's Best TAMPs. If you can't clear a little space on your calendar, that's your call. We'll race to the future without you.

Of course I love you "retention and efficiency" types too. Attend a few sessions, get some CE credits. See what each platform is all about and maybe you'll find a fit. If I see you in the attendance lists, you can reach out to me and we'll see about finding you the right partner for where you want to go.


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