How managed accounts can help you build enduring relationships with your ideal target clients
In a changing advice landscape, how can business principals build a sustainable, prosperous business for their clients, their teams, and their leaders? We've identified the four key drivers of a successful advice firm - the things that separate growing, sustainable, prosperous businesses from their peers - and mapped what firms need to do in order to thrive. In this session, we'll deep dive into the second of the four success drivers - having a strong, differentiated proposition. We'll draw on proprietary research to explore how we see the best firms using managed accounts to achieve efficiency and scalability, freeing them up to focus on designing and delivering a unique and differentiated experience for their ideal target clients.
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