The New Managed Account Solutions Handbook - How to Build Your Financial Advisory Practice Using Managed Account Solutions (Electronic book text)

Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. They'll also teach you how to: Determine if managed account solutions are right for you, your practice, and your clients; Transform your financial advisory practice into a wealth management business; Differentiate yourself from other advisors; Develop a recurring revenue stream that will enable you to grow your business. Attract new clients and capture additional assets from existing clients; Conduct successful client meetings and host seminars that get results; Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media