Implement a model portfolios-based practice

Hear from advisors on why and how they are using model portfolios – from evolving their business to improving relationships with clients.

After adopting to a model-based practice, 84% of advisors had higher business valuations.*

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By using model portfolios, advisors can shift their focus from time-consuming portfolio construction to deepening client relationships and offering high-touch servicing.

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Hear from advisors who have already made the move to models, and why they wish they'd done it sooner.

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When looking for a model portfolio provider, it’s important to consider the managers’ fees, years of experience, portfolio analysis tools, and more.

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Model portfolios can serve as a foundational approach across all types and sizes of client accounts. There are a broad range of model portfolios, which can help cater to an individual client’s needs or preferences.

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Learn how to craft compelling stories that explain to clients the potential benefits of using a model portfolio, from a dedicated team that spends all of their time building models to timely market updates.

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Advisors share which resources they use, and how they partner with asset managers to provide high-touch service to clients throughout the investment process.

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A prospective client might ask why you aren't their portfolio manager. Acknowledge their question and lean on what you do offer - it's more than they may think.

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It's a common misconception that all clients want a customized portfolio. At the end of the day, they want an investment solution that will help them comfortably reach their goals.

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Grow your model portfolio-based practice and enhance client servicing by strategically segmenting your book of business based on criteria like AUM, influence, and investor needs.

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Before moving your clients to models, have a plan in place that covers, but is not limited to: how many model providers you plan to work with and how to communicate the benefits to clients.

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When reviewing your practice, consider the shift to a fee-based advisory service to help improve the profitability and sustainability of your practice.

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