Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning.
Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best - growing your client base and taking your practice to new heights.
*Source: Cerulli Associates – U.S. Advisor Metrics
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