GeoWealth January 2023 Newsletter
We hope you're catching your stride as 2023 kicks into high gear. As always, we’re excited to share news, valuable resources, and practical tips you can put to work to achieve your goals for the year. So let’s get started!
We’re thrilled to announce GeoWealth was ranked as the #2 fastest-growing TAMP in America (390% since 2020! ??). It’s an honor to be recognized for the work we’re doing to help RIAs and independent advisors drive growth, efficiency, and a better client experience. Check out the full story for more!
In the 2023 Wealthmanagement.com Market Outlook, GeoWealth President, Colin Falls, explores the role of a technology platform as a critical business partner - not just a nice-to-have solution - for RIAs struggling to balance high-touch client service, operational burdens, and ongoing market uncertainty.?
Thinking about starting your own RIA? If you’re picturing increased net worth, stronger client relationships, more freedom and flexibility – you’re right! But getting your new firm off the ground can be complex, and full of nuances and questions you may not even know you need to ask. ? We’ve got you covered with our breakaway checklist, designed to make your transition as smooth and headache-free as possible.
We couldn’t hit the top of lists like America’s Best TAMPs without the incredible, passionate, and driven team members who form the backbone of GeoWealth, so we’re equally honored to be named by Built In as one of Chicago’s Best Startups. A big thank you to our clients – you’re the reason we love what we do!?
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2023 Events & Conference Schedule
We'll be at the following conferences next year. Reach out if you'd like to schedule a meeting or demo during any of these events. Looking forward to seeing you!
??? Exchange ETF in Miami Beach, FL on February 5-8
?? T3 2023 in Tampa, FL on March 13-16
?? Wealth Management EDGE in Hollywood, FL on May 21-24
?? Future Proof Festival in Huntington Beach, CA on September 10-13
?? Schwab IMPACT in Philadelphia, PA on October 24-26