Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.
Managed accounts can help streamline the way how you provide financial advice to your clients, however they need to be implemented properly to be successful. Find out what is required to move your business to managed accounts.
James Williamson joins us to discuss how managed accounts have helped him increase client engagement and drive efficiencies within his practice. Find out what is required to move your business to managed accounts.