Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski
Financial Advisor Success
00:00
TAMP Services
True independence has an in-house investment committee and buys research from bca and net davis. They also have access to a institutional investment consultant but then they build and manage that in-house okay interesting so relative to where a lot of other as refirms outsourced where you know i feel like the most common structure if you're outsourcing is still a TAMP platform, which tends to be more expensive. So we've just sort of parsed that out at a different threshold to say we'll keep the investment stuff i can do it internally but i don't want to do the rest of the compliance tech," she said.
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