On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control.
They cover how Modelist helps advisors build and manage custom portfolios, how it differs from traditional Turnkey Asset Management Platforms (TAMPs), and the role of direct indexing, reporting, and AI in modern portfolio management.
Plus, Joe shares insights on advisor education, content creation, and how firms can choose between DIY, TAMPs, or a hybrid approach.
Watch it HERE!
