A Vestmark Company | Innovating Wealth Technology Learn More


Financial Advisors Can Find Freedom to Focus Through Outsourcing

By Doug Heikkinen, Co-Founder, Advisorpedia

Podcast Hero 1 20 21

The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services to our ideal clients?

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, discusses the ins and outs of outsourcing with Matt Sonnen of PFI Advisors and Rich DeSalvo of f3Logic, LLC. These experts provide their insights on the trends that are driving financial advisors to outsource and how outsourcing can free up advisors to focus on those services that differentiate them.

  • How COVID-19 accelerated advisor acceptance of outsourcing
  • What types of outsourced solutions are gaining popularity
  • Tips for determining if/when an outsourced provider is a good fit with your firm
  • How outsourcing can benefit your bottom line

By Doug Heikkinen, Co-Founder, Advisorpedia