WHITEPAPER: Five Ways Investment Management Outsourcing Can Grow Your Practice

By ByAllAccounts Reseller Spotlight Series on Wednesday, July 1st, 2015




In this paper, two advisors—Walter L. Ziffer, Senior Consultant and Partner at Cafaro Greenleaf, and John R. Power, the founder and owner of Power Plans, explain why they’ve added outsourced client portfolios to their business models and offer five key benefits they’ve experienced since making the change.

Download this paper to learn:
  • How outsourcing investment management can give you more face time with clients 
  • What clients think about outsourcing—and the value you bring
  • How active management can prioritize performance-chasing over clients’ best interests
  • Why outsourcing helps you manage client wealth more holistically and helps you move from being an asset manager to being a wealth manager
DOWNLOAD PAPER


 
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