3
FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC.
The role of an advisor has shifted
Advisors have gone from being brokers to being wealth managers that can provide
comprehensive planning and holistic advice. This is especially true when working with
high-net-worth clients.
But how can advisors find the time?
How can they grow their practice?
Advisors spend over 800 hours a year on investment management. Approximately 40% of their yearly work hours*.
This is the area where advisors can save time and with Strategist UMA, they'll potentially be able to handle all of their
clients' asset management needs in a fraction of the time.
Core services are being redefined
Risk
Management
Mortgages
Insurance
Estate
Planning
Tax
Management
Nursing Home
Selection
Career
Counseling
Relocation
Funeral
Arrangements
Family
Counseling
Health
Care
Nursing Home
Selection
Career
Counseling
Relocation
Funeral
Arrangements
Family
Counseling
Health
Care
Travel
Services
Travel
Services
Risk
Management
Retirement
Planning
Investment
Planning
Insurance
Estate
Planning
Tax
Management
Mortgages
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Core Core
* Source: Dimensional 2017 | Global Investor Insights.
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