Becoming Your Client’s Financial MD: The Power of Third-Party Model Portfolios
By Ryan Krystopowicz, CFA, Director of Client Solutions Key Takeaways Third-party model portfolios increase efficiency, saving advisors time while improving scalability. Clients trust advisors who use these models, seeing them as a sign of expertise and access to superior resources. Advisors who leverage third-party expertise attract more clients and strengthen retention, especially among millennial investors. [...] The post Becoming Your Client’s Financial MD: The Power of Third-Party Model Portfolios appeared first on ETF Trends.
By Ryan Krystopowicz, CFA, Director of Client Solutions Key Takeaways Third-party model portfolios increase efficiency, saving advisors time while improving scalability. Clients trust advisors who use these models, seeing them as a sign of expertise and access to superior resources. Advisors who leverage third-party expertise attract more clients and strengthen retention, especially among millennial investors. [...]
The post Becoming Your Client’s Financial MD: The Power of Third-Party Model Portfolios appeared first on ETF Trends.
