Your competitive advantage as an adviser lies in the deep, trusting relationships you’ve built with your clients, and some advisers are strengthening that advantage by turning over the labour-intensive tasks of investment management to third-party firms.
Download this paper to learn:
How recommending discretionary investment management can give you more face time with clients
How to make a distinction between financial planning and managing assets
Why few experienced advisers would want the quality of their service to be judged solely by the returns on client portfolios
How to make your practice scalable without adding fixed costs