4 posts categorized as "Outsourcing"
How Models Could Boost Your Value in Succession
August 13, 2018
Oddly enough, the financial advisor industry has a planning problem. Nearly 60% of advisors don’t have any form of succession plan in place for their business. And of the minority that does, only 27% have one that is formally documented. An advisor without a succession plan is like a client without a retirement plan. And…
Why Advisors Choose FTJ FundChoice
June 28, 2018
Learn more about FTJ FundChoice, and how you can regain flexibility through one, simplified investment platform.
Why Advisors Should Consider Outsourcing Investment Management
May 16, 2018
Financial advisors are unique. They wield great responsibility and influence, with the ability to directly impact the financial well-being of their clients. The level of impact is unlike most professions in business. With so much responsibility and influence, it’s odd to hear that financial advice is becoming commoditized. Yet, we hear it all the time…
How Outsourcing is Changing Advisor Value for the Better
February 20, 2018
Advisor success is beginning to look very different. This is a natural change driven by the emergence of more sophisticated technologies, increasing fee consciousness, and changing investor wants. All that really means is that advisors must look for new differentiators. In 2018, advisor value no longer pivots on investment management, but rather, the ability to…