Perspective

Looking beyond: Hiring outside specialists to help build your business

Firm leaders can increase adoption of outside solutions among advisors by showcasing the benefits of selective outsourcing.

Key Takeaways
  • Investor needs are changing: Generation XYZ investors are interested in more services from their advisor beyond financial advice and investment management (versus baby boomer or older investors).
  • To adapt, some advisors are expanding the breadth of their service offering while choosing to outsource selective services to specialists in an effort to allow more time for focusing on their core business, increasing productivity, and helping clients obtain peace of mind and fulfillment.
  • On a firm level, leadership needs to consider finding ways to support advisors and enhance their respective approaches to their investor clients by encouraging adoption of tools, platforms, and solutions.
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