Description
The demands on financial advisors' time continue to grow as clients seek a broader set of services – from tax guidance to wealth transfer advice to retirement planning. Successfully growing a business often means delivering more than financial planning and investment management services. This session reviews the various ways that incorporating a models-based practice can help both advisors and their clients, and instructs advisors how to implement models with clients.
Learning Objectives
• Learn the benefits of incorporating model portfolios into your practice, from time-savings to more predictable investment outcomes
• Determine which clients would benefit from model portfolios
• Discover how to implement and transition your practice