WORKING WITH REPS:
4 BEST PRACTICES FROM TOP TAMPS
HOW TCA HELPS YOU ACHIEVE
SUCCESS WITH REPS
Hopefully the advice in this report primes you for TAMP success, and
Trust Company of America (TCA) can help you even more. We offer a
variety of solutions to help you find and work with reps as effectively as
possible. Here are just a few ways we can help:
• Our new, one-of-a-kind prospecting database helps you recruit
top representatives.
• Our technology platform has built-in analytics so you can monitor
individual rep performance and create transparency for reps to see how
they rank across multiple categories.
• We have added the latest innovations to our technology, including
e-signature, automatic proposal generation and customer relationship
management (CRM) capabilities.
• Our technology allows you to create commission rate structures and
simplifies the reporting and accounting side of things.
• We create great value for reps with a mobile app that allows them to
see their entire book at a glance on any device — and offer the same
capability to their clients for their individual portfolios.
• We are always there to offer advice or consulting on how to best work
with reps — or answer any other questions you may have.
Please contact us at 1-800-955-7808 or
trustamerica.com/contact-us to learn more.
About Trust Company of America
Trust Company of America (TCA) is the only independent RIA custodian offering fully integrated real-time technology, consultative
services and back office support exclusively to RIAs. Since 1972, TCA has been a dedicated champion of RIAs, committed to personally
helping them optimize their portfolios, streamline their business processes and achieve their full potential — all without competing for
their clients.
Visit trustamerica.com to learn more.
© Trust Company of America (TCA). All Rights Reserved. Member FDIC Insured – No Bank Guarantee – May Lose Value.
Advisor Insights
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