Managed Portfolio Academy
Module 3 ― Re-engineering your advice process with Managed Portfolios
Managed portfolios, customer value and behavioural finance | Lesson
How could using managed portfolios impact your clients’ notion of value?
Watch our webinar with State Street’s Global Head of Practice Management Brie Williams to discuss how growth in managed portfolios is aligned with the latest research and ongoing trends in behavioural finance.
View related research from State Street: “Model Portfolio Solutions and the Client Experience: How Do Advisors Pivot to Achieve Breakthrough Practice Growth?”