Book Description
The Managed Account Handbook, the first book of it's kind for financial advisors, features the benefits of managed accounts and "best practices" strategies used by many of the industry's leading advisors who have successfully incorporated managed accounts into their practices. Among the topics covered are: information gathering strategies, creating managed account solutions, marketing managed accounts, and using managed accounts as part of a wealth management strategy.
The managed account industry is on a roll, driven by powerful baby boomer demographics and the boomers' growing need for customized tax-sensitive investment solutions. Financial advisors are using managed accounts as the primary income source for their high-net-worth practices.
Whether you are new to the business or looking to grow your existing advisory practice, this book will help you capture your share of new affluent clients and achieve a higher level of success.