What do you think?
Rate this book
The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions
Industry experts share their insight and tell you
Unified managed accounts represent the future of the managed
money industry.
"No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity.
"With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3)
Exchange-traded funds have exploded in popularity with
clients and advisors.
"ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4)
Client demand is fueling the growth of alternative investments.
"Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4)
They'll also teach you how
*
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
Unified managed accounts represent the future of the managed
money industry.
"No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity.
"With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3)
Exchange-traded funds have exploded in popularity with
clients and advisors.
"ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4)
Client demand is fueling the growth of alternative investments.
"Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4)
They'll also teach you how
*
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
240 pages, Hardcover
First published October 1, 2007
2 people are currently reading
5 people want to read
Ratings & Reviews
Friends & Following
Create a free account to discover what your friends think of this book!
Community Reviews
Displaying 1 of 1 review
December 11, 2012
Shipping Details : indylibrarystore
Order #: 002-0184095-3524217
Shipping Method: Standard Shipping
Shipping Preference: Group my items into as few shipments as possible
Subtotal of Items: $10.95
Shipping & Handling: $3.99
------
Total for this Order: $14.94
Delivery estimate: Aug. 17, 2011 - Sept. 1, 2011
1 "The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions"
Stephen D. Gresham; Hardcover; $10.95
In Stock
Order #: 002-0184095-3524217
Shipping Method: Standard Shipping
Shipping Preference: Group my items into as few shipments as possible
Subtotal of Items: $10.95
Shipping & Handling: $3.99
------
Total for this Order: $14.94
Delivery estimate: Aug. 17, 2011 - Sept. 1, 2011
1 "The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions"
Stephen D. Gresham; Hardcover; $10.95
In Stock
Displaying 1 of 1 review