How Outsourcing Can Help You Grow Your Business
Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalized services now more than ever. But, your day is spent on administrative tasks, investment management research, and portfolio construction.
Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to doing what you do best - growing your client base and taking your practice to new heights.
*Source: Cerulli Associates – U.S. Advisor Metrics Orion Portfolio Solutions, LLC a registered investment advisor. For financial professional use only. Not intended for public distribution.