Thursday, 01 September 2022 14:38

Knock knock….opportunity for financial advisors here

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How often does opportunity knock? Well, financial advisors could be hand wringing if they allow a chance to further buck up their business with model portfolio strategies and step up the client experience slip through their fingers, according to

Shucking aside, simply put, a model’s a framework for a financial advisor, explained Brad Shepard, head of Advisor Innovation, WisdomTree Asset Management, said in a webcast, How to Build a Better Business with Model Portfolios. It enables the advisor to structure asset allocation and fund selection in their practice on behalf of a client, the continued.


Leveraging model portfolios to outsource the management of portfolios can help abet a greater degree of a client centric model and enhance the competitiveness of a business model, noted

According to Investment News, four examples of outsourcing options upon which advisors are implement that can rachet up firm operations and, possibly, culminate in ideal results:

1.Virtual administration services
2. HR assistance
3. An outsourced CFO
4.Portfolio management


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