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Managed Portfolios: New Realities, Innovative Solutions, and Activating Your Genius Zone

Session Speakers
Session Description

Why attend:
Learn how integrating managed portfolios into your practice can help you build stronger client relationships and grow your business.

Session details:
Clients want personalized attention, but given the demands of investment selection, analysis, and monitoring, how can you find time to build deeper relationships with them? Integrating managed portfolios into your practice can help align client goals with investment strategies as part of holistic financial planning, and working with investment management providers can also help. A subject-matter expert will share five benefits of using managed portfolios, how they can address investors’ expectations for holistic financial planning, and key considerations for choosing a managed portfolios provider.

 

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in our booth.

Additional Information
Not Eligible for Credit
Showcase Stage Presentation
30m
Session Schedule