How to determine if a 3rd party partner is right for your business model’s future needs
Many advisors today are struggling with the ever-changing landscape of fintech and delivering a great client experience. In this session we will discuss the pros and cons of building out your client service offering in-house using various tech or to partner with a 3rd party who can provide the tech and processes for you. We will also discuss the risks associated with each model.
Learning Objectives:
1. Why Client Experience is so important going forward
2. The opportunity and risk differences between building out your team in house vs. partnering with a 3rd party wealth management provider
3. How to assess the real cost and value of the various methods to run an advisory business
NASBA CPE Credit: 1 NASBA Field of Study: Specialized Knowledge
Learning Objectives:
1. Why Client Experience is so important going forward
2. The opportunity and risk differences between building out your team in house vs. partnering with a 3rd party wealth management provider
3. How to assess the real cost and value of the various methods to run an advisory business
NASBA CPE Credit: 1 NASBA Field of Study: Specialized Knowledge
