How Outsourcing Can Transform Your Advisory Practice

Outsourcing can be a game-changer for financial advisory firms looking to scale efficiently and focus on their core strengths. This panel will delve into three critical areas of outsourcing: investment management, marketing, and compliance. We’ll explore the benefits and challenges of delegating these functions, address common misconceptions, and provide practical guidance on assessing whether outsourcing is right for your practice. Attendees will gain insights on hiring the right third-party providers and navigating regulatory considerations to ensure seamless integration into their business.

Learning Objectives:

• Understand the advantages and potential challenges of outsourcing investment management, marketing, and compliance, and how these can impact the efficiency and growth of a financial advisory practice.
• Identify key factors to evaluate when determining if outsourcing is the right solution for your firm, including cost, capacity, and client service needs.
• Gain practical insights into regulatory considerations for outsourcing and learn best practices for selecting and managing third-party providers to ensure alignment with your firm’s goals and compliance standards.