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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
May 17, 2018
On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future.  We discuss the benefits to RIA's and potentially breakaway advisors.
 
The bottom line.....LEVERAGE.
 
If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time.
 
 
 
Connect With Clint
 
LinkedIn: www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
 
Twitter: @clint_sorenson
 
Website: http://wealthshield.co
 
 
About Clint
 
Clint helps advisors develop and manage proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis.

He holds the Chartered Market Technician and Chartered Financial Analyst professional designations.

Clint is a co founder of WealthShield and Emerald Investment Partners, LLC. He earned a bachelor’s degree from the University of North Carolina-Chapel Hill. Clint is also a board member of the CFA Society North Carolina and the Market Technicians Association's.

 

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