RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward TAMP. The TAMP model continues to be appealing to advisors because it offloads so much operational work that can take up a significant amount of time. So, how does a firm like GeoWealth support an RIA’ growth in AUM, and scale as they scale?

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Colin Falls, President and CEO of GeoWealth, about why RIAs are desiring more flexibility and control with the technology solutions.

Shannon and Colin discuss: 

• Where the opportunities are within the RIA space
  
• What is means for a technology company to be flexible
  
• What advisors really need in a TAMP
  
• What technology consolidation will mean for the industry
  
  

Connect with Shannon Rosic:

• Shannon Rosic
  
• WealthStack website
  
• WealthManagement.com
  

Connect with Colin Falls:

• Colin Falls
  
• GeoWealth
  

About Our Guest:

As President & CEO, Colin is responsible for leading GeoWealth’s international team of financial professionals and technologists. He focuses primarily on business strategy, organizational management, and platform product development. With over a decade of industry experience, Colin has an intimate understanding of both the technology and investment tools that power the GeoWealth platform.

Prior to joining GeoWealth in 2012, Colin served in various roles and departments – ranging across advisory and back office – at Frontier Wealth Management, a Kansas City based Registered Investment Advisor. He graduated from the University of Notre Dame’s Mendoza College of Business with a B.A. in Management and Entrepreneurship. As a captain of the Notre Dame Basketball team, Colin earned First Team All-Big East honors as a senior and finished his career with the most three-point field goals made in Notre Dame and Big East Conference history. Colin went on to play basketball professionally in Italy and the Czech Republic.

Colin is based in Chicago with his wife and three children. He spends most of his free time staying active, either on the lake, on the tennis court, or chasing his kids.