What is Cross-Selling? Cross-selling is a sales technique that involves offering additional products or services to a customer who is already purchasing or interested in a particular product or service. It is a strategy used by businesses to increase their revenue by encouraging customers to buy more than what they … …
What is a Turnkey Asset Management Program (TAMP)? A Turnkey Asset Management Program (TAMP) is a comprehensive investment management solution that is designed to streamline the investment process for financial advisors and their clients. It provides a range of services, including investment research, portfolio construction, trading, and ongoing portfolio monitoring … …
What is Open Architecture? Open Architecture is a concept in the field of financial planning that refers to the ability of clients to choose from a wide range of investment products and services offered by different providers. It is a client-centric approach that aims to provide individuals with the flexibility … …