Outsource, Yet Remain In Control

Monday, August 05, 2013 14:38
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Outsource, Yet Remain In Control

Tags: Advisor businesses | advisor technology | client service | investment management | outsourcing | portfolio management | practice management | time management

Outsourcing is at the forefront of advisors’ consideration, as markets become more volatile, client demands increase and compliance concerns grow. However, the term “outsourcing” can have varying meanings to each advisor as well as various perceived and real implications. How can you outsource aspects of your business, yet still remain in control?

This Website Is For Financial Professionals Only


In a new white paper, I explore the different issues and aspects of outsourcing.  You can download this white paper and find out how advisors can improve profitability and enhance client service by outsourcing specific portfolio management tasks.

For the white paper, go to http://www.trxpert.com/web/en/9-news-events.php?news=46

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