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    Why USA Financial Exchange Chose Depth Over Scale

    Why USA Financial Exchange Chose Depth Over Scale
    Feb 13
    2025
    Wealth Management

    In a conversation with The Wealth Advisor, Kevin Roskam, Senior Advisory Business Consultant at USA Financial Exchange, explains why the firm intentionally avoided the typical TAMP growth playbook. 

    Instead of chasing market share, USA Financial built an integrated platform designed for advisors who prioritize deep client relationships over volume.

    Kevin shares how the firm's five-company structure creates a true one-stop shop—eliminating the need for advisors to juggle multiple vendors for investments, insurance, marketing, and technology. He discusses the Exchange platform's unique flexibility that allows advisors to be hands-on analysts or use turnkey solutions, often within the same account.

    And as a practicing advisor himself, Kevin Roskam brings real-world credibility to every platform decision.

    For advisors tired of being treated as a number by their TAMP provider, this interview reveals what partnership-driven service actually looks like.

    Read the full interview with The Wealth Advisor: https://www.thewealthadvisor.com/article/usa-financial-exchange-tamp-prioritizes-deep-relationships-and-adaptable-solutions

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