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As a wealth advisor, your calling is to meaningfully connect with your clients, helping them identify and achieve their most important goals. Whether you’re just getting started or you’ve been running your own firm for years, Buckingham Strategic Partners is here to help. For over 25 years, we’ve been thoughtfully evolving the concept of what an asset management partner should be, striving to support you beyond just the day-to-day operations.
Author: Ben Slater, Division Manager at Buckingham Strategic Partners
It’s a question every growing business eventually faces: Do we buy it or do we build it? To meet client demands and create economies of scale, companies like Apple, Amazon, Netflix and Microsoft all buy some of their services. Conventional wisdom mandates that a modern company only build tools that enhance ROI and build up their competitive advantage; all others should be outsourced. The financial industry should be looked at no differently than high tech firms that employ similar thoughts. Clients are insisting on more services from advisory firms, and firms must adapt to meet those changing demands. At the intersection of those dynamics is time and scale.
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Author: Michael Ozburn, Division Manager at Buckingham Strategic Partners
As a firms grow, advisors are often forced to focus on time-consuming back-office tasks rather than cultivating relationships with high-quality clients. On top of that, more and more clients are looking for simplicity and advice. The result is a significant gap between the current services offered and what clients are seeking and advisors having to justify their fees to retain clients.
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Click here to listen how Jared has enjoyed the benefits of outsource in our webcast, Advanced Planning for Growth-Minded Advisors.
Author: Dimensional Fund Advisors LP
According to Cerulli Associates, 62% of advisors (and 55% of firms) perform their own investment research and portfolio construction, but only 7% of firms have the optimal scale to manage these tasks in-house.¹ Advisors often juggle serving client needs and running their business. But more advisors are outsourcing components of operations, human capital, and investment management.
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The traditional view is that growing a big firm means hiring up a lot of staff – that you then have to manage as the owner, at the risk of taking your time away from serving clients and growth.
But it doesn’t have to be that way. Dan Goldie is an advisor that achieved the ultimate level of success – nearly $1B of AUM, as a true solo advisor – by focusing 100% of his time on serving clients, and letting go of everything else to a TAMP that did all the work of scaling up for him.
Hear Dan’s whole story on the Financial Advisor Success Podcast.
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