Broker Check

The Business Case for Outsourced Investment Management

September 28, 2020

On September 25th, I was joined by two great professionals, Cammy Smith and Wayne Hewett, to discuss and make the case for Outsourced Investment Management. The utilization of investment partners to help enhance and grow Wealth Management firms of all sizes is a growing trend in our industry. Wayne and Cammy help to demonstrate to advisors the true worth and value of your time and asks the question, “Where is your time most needed and best spent?” My portion starts right before the 42:00 mark where I really dive into the numbers from a firm’s perspective of “where the tire meets the road” and why this practice makes financial sense.

If you are an advisor and trying to determine if this practice makes sense for you, I hope our presentation helps. Please feel free to reach out to me via email or linked in if you’d like to discuss more and I’m happy to help!