ADVISOR TOOLKIT:
Why consider managed solutions?
As a financial advisor, it is very common to take on multiple roles within your practice. Juggling client management, marketing and compliance duties can quickly become overwhelming and time-consuming.
You know your business better than anyone. As you look to the future, consider managed solutions as a tool that can help transform your practice, foster growth and ensure sustainability for the future.
1 The Mental Health Crisis in the Advisory Profession. https://www.advisorperspectives.com/articles/2022/09/14/the-mental-health-crisis-in-the-advisory-profession
2 What Is a TAMP and How to Choose the Right One? https://www.assetmark.com/blog/what-is-a-tamp
3 Pathways to Growth. https://www.capitalgroup.com/advisor/practicelab/pathways-to-growth.html
4 Want less stressed clients who trust you more? Model portfolios are the answer. https://www.wealthprofessional.ca/investments/alternative-investments/want-less-stressed-clients-who-trust-you-more-model-portfolios-are-the-answer/380893#:~:5
5 CFRs lead to more KYP scrutiny. https://www.advisor.ca/industry-news/industry/cfrs-lead-to-more-kyp-scrutiny/
Worldsource is committed to strategic practice management and helping you take your practice to the next level.
To connect with our Practice Management team, contact us at pm@worldsourcewealth.com
The information provided here is intended for advisors and is based on various sources deemed reliable at the time of publication. It is for informational purposes only and should not be considered as professional or legal advice. The financial landscape is dynamic and subject to constant change, and therefore, the information presented may not be exhaustive, accurate, or up to date. Different advisors may have varying perspectives, strategies, or interpretations of the presented information. It is crucial for advisors to conduct their own research, analysis, and due diligence. Each client’s unique circumstances should be carefully considered, and tailored advice should be sought to address specific needs and objectives.
May 24, 2024