Fuel Growth Faster: How to Elevate AUM, Wallet Share, and Client Loyalty
In the name of scalability, the TAMP industry has tried to remove humans from the process, replacing key functions with software. In general, that’s a good thing - but the pendulum has swung too far.
Join Tim Holland, Chief Investment Officer - OCIO at Orion, and Michael Folker, Executive Vice President - TownSquare Capital, as they walk through every proof point detailing why OCIO is becoming increasingly popular for advisors looking to take back time in their day and fuel faster growth at their firm.
During this session, you’ll learn:
¹Source: How Do Financial Advisors Actually Spend Their Time and the Limitations of Productivity, Kitces.com, 2019
OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC. For financial professional use only. Not intended for public distribution.