As financial advisors grow their businesses, they must constantly balance their ability to serve more clients with their ability to provide superior service to the clients they have. As they strive to find the efficiencies that keep front-line staff engaged with clients and reduce the burden on back-office staff, advisors inevitably have to decide whether to turn to external resources for assist in various aspects of their business.
For more than a decade, FlexShares has tracked the values, practices, and desired outcomes that drive these decisions.
This webinar will provide an overview of key findings from the Race to Scalability Study 2022, which tracks where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better customer experience. This webinar will cover:
- How different advisor channels have evolved in their attitudes towards outsourcing investment management.
- The impact of the COVID-19 pandemic on companies’ outsourcing decisions.
- The range of outsourced investment management activities and what drives advisors to seek help in these areas.
- How the benefits of outsourcing investment management compare to advisor expectations.
All registrants will receive a free copy of The Race to Scalability 2022 study
CE CIMA®, CPWA®, CIMC®, RMA® and AEP® credits have been approved.
Produced by WMIQ
Director of Practice Management and Advisor Research
Marc Bruno – Host
Managing Director, Wealth Management
Kristin Letourneau, PhD
Vice President, Research