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The Key to Scaling Your Practice
By Bob Oros
January 11, 2011

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Advisor Perspectives welcomes guest contributions.  The views presented here do not necessarily represent those of Advisor Perspectives.

Bob Oros

Growing distaste for commission-driven advice is driving many retiring baby boomers to independent advisors for unbiased counsel.  Those independent advisors who are ill-equipped to handle a large influx of business, however, will struggle to harness the swelling demand.

To capitalize on this new wave of assets, advisors need an edge. Many forward-thinking advisors have already discovered such an advantage in model portfolios. Once seen as a tool for frequent traders and client-shy advisors, model portfolios have evolved into a valuable asset for advisors of all styles, offering:

  • Simplified money management
  • Streamlined trading
  • Scalable back-office processes
  • Sophisticated investment capabilities

Considering recent technological advances in trading platforms and the pressure of today’s financial markets, even advisors who have long dismissed model portfolio functionalities should revisit them now.

A model solution to the growth conundrum

Without careful foresight, a successful advisor may discover he or she is trapped in a Catch-22: The strong investment performance that drives growth will falter if the firm grows too large.  Facing this challenge, many advisors seek a comprehensive solution, a tool that simplifies the application of investment strategies across their practice, no matter how large their practice becomes.

Fortunately for today’s advisors, such a solution may be found in model portfolios.

Providing the framework to execute reallocations, rebalancing, and trades across an entire practice with just a few keystrokes, model portfolios maximize back-office efficiency while offering unmatched flexibility and scalability on the front end. All the while, the model portfolio process facilitates, and in many cases enhances, an advisor’s unique trading methodologies while freeing up ample time, energy, and resources to address clients’ account-level concerns. 

In other words, model portfolios are an ideal solution for effectively managing growth rates large and small.

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