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2min chapter
Building a successful advice practice
Shape of advice
The Shift to Outsourcing in Investment Management
This chapter explores the shift in investment firms from direct client management to outsourcing portfolio decisions to expert third-party managers. It highlights the critical role of trust and the evolving challenges advisors face in maintaining client engagement through value-oriented strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode