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How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing

Mike Langford
Dec 6, 2022


We see a lot of talk about the increased scale of independent financial advisory businesses and RIAs across the industry. But usually the context is centered around AUM. "How advisors can grow to  $1 Billion" for example.

However, the concept of "scalability" is actually a more important conversation because it focuses on the efficiency and profitability of a business... not just the raw counting stat of AUM. That why my guest Laura Gregg and her team at FlexShares ETFs decided to dive in on "The Race To Scalability" for advisory in their 2022 study on investment management trends.


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The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

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