Turning Efficiency into Scale: Trends in investment management outsourcing – Wealth Management
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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 work 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 to help with various aspects of their business.
For over a decade, FlexShares has tracked the values, practices and desired outcomes that drive these decisions.
This webinar will offer a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better client experience. This webinar will focus on:
All registrants will receive a free copy of The Race to Scalability 2022 Study
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Produced by WMIQ
Director of Practice Management and Advisor Research
Mark Bruno – Host
Managing Director, Wealth Management
Kristin Letourneau, PhD
Vice President, Research