Many firms that find TRPG to be a great fit often find themselves juggling multiple responsibilities—everything from client management, technology, and compliance to paperwork, trading, model management, billing, payroll, books and records, marketing, and staff management. Some may have built out a team to share these responsibilities but still find themselves overwhelmed, wearing as many as twelve "hats." At TRPG, those hats are taken away, allowing the founding advisor to focus on what they love most—helping clients, which is likely why they entered the business in the first place. TRPG provides the most valuable resource of all—time. This enables advisors to enjoy the financial rewards earned post-transaction, spend more time with family, or take a stress-free vacation, knowing someone else is handling the responsibilities in their absence. Additionally, advisors can focus on acquiring new business or reconnecting with clients more deeply, using their newly found time. In short, TRPG's departmental infrastructure reduces the number of "hats" the selling advisor wears, while its expanded service offerings make it easier to retain and attract new business.

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TRPG ensures that its Wealth Management team has access to the best tech tools and ongoing training to address any client or prospective client situation. This is achieved through continuous education and collaborative sessions among all Wealth Managers, as well as by building a dedicated team around each client. In addition to the Wealth Manager, this team includes a CPA, Client Relationship Manager, and a member of the trading team. To streamline data updates and minimize time spent on administrative tasks, TRPG's Operations Team ensures that each client plan is updated daily with balances for all accounts under management. Additionally, TRPG leverages AI to take notes during all client meetings, summarizing them and generating a list of recommendations for the client. Each Wealth Manager is paired with a TRPG Client Relationship Manager who handles follow-up activities, allowing the Wealth Manager to stay focused on relationship building and client strategy rather than administrative duties.

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Many firms that join TRPG are often overwhelmed by operational tasks. TRPG addresses this with a dedicated Operations Team, whose internal mission is: “Improve internal processes and systems to empower employees to better serve clients.” The Operations Team integrates all technology to create a seamless client onboarding experience. They manage updates to TRPG's tech stack, drive efficiency by overseeing billing, exploring and implementing new technology solutions, updating the CRM, improving the performance portal, and collaborating with marketing. This enables Wealth Managers to focus more on their clients, confident that a skilled team is handling the complexities of running a Wealth Management firm behind the scenes.

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TRPG offers a comprehensive suite of in-office tax services, including personal and corporate tax preparation, bookkeeping, and payroll. In addition, the company plans to expand its offerings in defined contribution services. Over the next six months, TRPG intends to introduce in-house estate planning, document drafting, and diagramming to further enhance its service portfolio.

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Shortly after closing, TRPG’s in-house marketing team drives organic growth by executing strategies that seamlessly support advisors and align with their wealth management objectives. To begin, TRPG creates a digital presence across newly acquired office locations and surrounding cities, designed to attract and capture prospective clients seeking financial assistance. Additionally, TRPG employs pay-per-click strategies and digital retargeting. The marketing team manages client and lead communications, oversees the firm’s website, creates content, and curates educational materials, including market updates from the Chief Investment Officer, Chris Bouffard, CFA. TRPG ensures consistency across social media, branding, and graphic design. Advisors benefit from automated lead generation, with a focus on immediate, automated text and email communications triggered as soon as a lead is assigned. These communications are designed to schedule a meeting with the Wealth Manager before the first call is made, streamlining outreach and improving timeliness. This enables the Wealth Manager to focus on current clients while the marketing team works to fill their calendar with new leads.

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TRPG offers practice management support by helping partners define roles and responsibilities, conducting employee reviews and performance evaluations, recommending effective workweek structures, and identifying and implementing strategic growth initiatives. Additionally, Chris Bouffard, CIO, hosts an internal webinar for advisors once a month covering markets and the macroeconomic landscape, investment performance, and practice management or industry topics.

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