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Financial advisors are missing out on opportunities to incorporate model portfolio strategies into their practices.
“Your clients are looking to you more today than ever before. You need to be there financial MD. There is one thing that we identified that can drive significant changes for you – improve client retention, attract clients, drive improved client perceptions and even better position you for compliance with Regulation Best Interest – It starts with leveraging expertise,” Ryan Krystopowicz, Associate Director, Product Solutions Specialist, WisdomTree Asset Management, said in the recent webcast,
Recent research shows that model portfolio solutions could help financial advisors better utilize their time and create a more efficient advisory business. These strategies may help improve client retention by 33%, help attract 20% more clients, and drive an improved perception of an advisor among 63% of clients.
May 6, 2021
Taking a clearer view of how clients really think about model portfolios, an extensive research study into model portfolio perception and adoption conducted by WisdomTree has found that many financial advisors have misconceptions about how clients perceive model portfolios.
In the upcoming webcast,
What Clients Really Think About Model Portfolios, Ryan Krystopowicz, Associate Director, Product Solutions Specialist, WisdomTree Asset Management, will discuss how financial advisors are missing out on opportunities to incorporate model portfolio strategies into their practices.
WisdomTree model portfolios implement an index-centric approach, seeking to add value through both asset allocation and ETF selection relative to composite cap-weighted benchmarks. While the models are strategic in nature, they also reflect tactical tilts based on market conditions. By incorporating ETFs that provide representative exposure and rebalance back to measures of relative value, Wisdo