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Many Advisors Aren't Outsourcing Model Management -- Here's Why You Should Consider Starting
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"Many Advisors Aren't Outsourcing Model Management -- Here's Why You Should Consider Starting"
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Find out why many advisors still aren’t outsourcing model management -- and why you should consider starting.

Despite the fact that nearly 70% of advisors report using model portfolios of some kind in their practice*, many are still managing them in house.

Why?

In this eBook, you’ll learn about the two myths that keep advisors shackled to a bygone way of thinking about how they deliver value – and why those misconceptions could be stunting business growth. You’ll also discover the critical ways outsourcing model management can help you:

  • Deliver more value for your clients
  • Establish your expertise and credibility
  • Enhance firm growth by enabling more time for relationship-building
  • And more...

Is it time to reconsider the way you think about outsourcing model management? Download the eBook to find out.



*https://www.businesswire.com/news/home/20201026005124/en/With-More-Than-70-of-Advisors-Using-Modelsi-Fidelity%C2%AE-Expands-Availability-and-Flexibility-of-Its-Model-Portfolios

© 2021 Orion Portfolio Solutions 

0479-OPS-02/11/2021


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