In this episode of the Modern Financial Advisor Podcast, Danielle White, CEO of Myriad Advisor Solutions and I explore how RIAs can focus on leaning on their strengths by leveraging the capabilities of skilled outsourced providers.
As Danielle explains, it's not that an advisor can't do things like marketing, manage technology, or HR related tasks... it's just that isn't likely where their strengths lie. And spending too much time in these areas could be holding you back from huge upside potential.
Disclosure 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.
Resources Related to this Episode: Below is a list of resources mentioned in this episode or related to the topics we discussed:
TrueContinuity - One of the key conversations Danielle and her team often have with the RIAs they serve is about how resilient the business is to disruption. TrueContinuity is designed to help your team ensure your business thrives even in the face of death or disability.