Description

Another lively discussion between iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self about why the difference between advisors with $50 million of assets under management and those with $500+ million is the time spent on investment management compared to client service and acquisition. If an advisor wishes to become elite, (s)he must choose to take one or more of the following actions:

1. Hire an investment professional to manage the portfolio, research and back office operations.
2. Significantly simplify the investment management portion of the firm’s processes.
3. Outsource investment management to a qualified asset allocation specialist.

This podcast mentions charts that are posted with Chuck Self's article on this same topic on iSectors Magazine.

Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.