Are you tired of spending long hours on investment management, leaving you with less time to focus on growing your business and serving clients? With shrinking revenues, stiff competition, and the need to adopt new technologies, financial advisors are faced with the challenge of finding ways to optimize their operations while remaining profitable.
That's why we are excited to present an exclusive one-hour webinar reply, sponsored by GeoWealth and Invesco, that will show you how to streamline your business and increase your AUM. Our expert speakers will provide you with a step-by-step roadmap for identifying which areas of your practice can be outsourced, including investment management, and how to do it effectively.
Join us to discover:
• The benefits of outsourcing investment management and how it can help you reduce costs, save time, and grow your business
• How to assess staff productivity and ROI to identify which roles can be outsourced
• How to eliminate dead programs that don't add to your bottom line or build enterprise value
• How to evaluate your technology to ensure it is helping you grow your AUM and ROI
• The various options available for outsourcing, including marketing, technology, and investment management
Don't miss this opportunity to learn from industry experts and discover how GeoWealth can help you optimize your operations and boost your business. Registration is free, but space is limited, so secure your seat today!
*Participants are eligible to receive 1 hour of CFP CE credit. Registration is required and can be found on the webinar confirmation page sent after registration.
To watch the replay, CLICK HERE
