Dispelling common myths of model portfolios
Models represent a huge growth area for our industry as advisors are encouraged to transition to models in order to streamline their investment process, help free up time to spend with clients and grow their practices, and help provide solutions to regulatory issues such as RegBI. However, there are perceptions about model portfolios that have developed over recent years that have kept some advisors from seriously considering them for their clients. In this presentation we examine common myths of model portfolios and seek to overcome resistence, while weaving in the potential benefits for your clients and your practice.
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