{"id":640,"date":"2022-10-12T06:00:31","date_gmt":"2022-10-12T10:00:31","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=640"},"modified":"2023-03-31T15:58:59","modified_gmt":"2023-03-31T19:58:59","slug":"is-your-broker-dealer-firm-future-proofed","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/is-your-broker-dealer-firm-future-proofed\/","title":{"rendered":"Is Your Broker-Dealer Firm Future-Proofed?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Millennials are currently the largest generation in today\u2019s workplace. Many of them are ambitious, tech-savvy and driven to succeed, making them possible assets to any organization. However, if your firm is struggling with attracting and retaining millennial advisors, there&#8217;s a good chance you&#8217;ll miss out on this rising talent pool.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we share what we believe to be a potentially winning strategy for retaining them by offering what they want\u2014while still keeping your business strong.<\/span><b><\/b><\/p>\n<h3><b>Please explore with us below:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The importance of future-proofing your firm<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How an outsourced chief investment officer can help<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What next-gen advisors need in order to thrive<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An OCIO model\u2019s potential advantages<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A possible upside to today\u2019s market volatility<\/span><\/li>\n<\/ul>\n<h2><b>Keep Your Balance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">As a broker-dealer firm, you&#8217;re tasked with providing multiple clients with the most personalized service possible. You want to deliver maximum reliable value by getting them the best investments <\/span><i><span style=\"font-weight: 400;\">while<\/span><\/i><span style=\"font-weight: 400;\"> also providing the right amount of guidance. This can make meeting every clients\u2019 needs a balancing act (before you even factor in employee retention issues).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nevertheless, getting millennial team members\u2019 buy-in is important to your future\u2014and that makes reconciling the needs of both vital. Without sacrificing the quality of your asset management and financial planning or neglecting client retention, you need to set clear expectations <\/span><a href=\"https:\/\/cornerstoneportfolioresearch.com\/quick-guides\/a-stronger-investment-team-is-vital-during-market-volatility\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>for your team<\/strong> <\/span><\/a><span style=\"font-weight: 400;\">and build a solid communications culture.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You also need to give next-gen advisors opportunities to lead <\/span><i><span style=\"font-weight: 400;\">and<\/span><\/i><span style=\"font-weight: 400;\"> provide flexible enough work hours to support a healthy work-life balance, at the same time. Walking this tightrope may sometimes feel like a tall, stress-inducing order. Additionally, as a smaller firm, if you lack the funds for a new full-time hire, there are days when it feels humanly impossible.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The upside is that you don\u2019t need to clone yourself to handle it all. We believe there is a solution that can help you cover all these bases well <\/span><i><span style=\"font-weight: 400;\">without<\/span><\/i><span style=\"font-weight: 400;\"> sacrificing anywhere\u2014or even bringing another employee under your roof: an <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/can-small-rias-benefit-from-ocios-like-the-big-firms-do\/\" target=\"_blank\" rel=\"noopener\">outsourced chief investment officer (OCIO).<\/a><\/strong><\/p>\n<p><span style=\"font-weight: 400;\">This executive can help by providing investment consulting and Reg-BI-compliant record keeping, both of which can free you up to better meet the needs of your clients and your team. However, you don\u2019t have to provide benefits, bonuses, or even a physical desk to work at: Their involvement is generally all virtual (e.g., through Zoom).\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/cornerstoneportfolioresearch.com\/the-benefits-of-hiring-an-ocio-in-competitive-markets\/\" target=\"_blank\" rel=\"noopener\"><b><i>Could the Right OCIO Help You Succeed Amid Increasing Competition?\u00a0<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>Leverage the Advantage<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">At the same time, an OCIO <\/span><i><span style=\"font-weight: 400;\">actually joins <\/span><\/i><span style=\"font-weight: 400;\">your team. In other words, you can list their bio on your website\u2019s <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/about-us\/\" target=\"_blank\" rel=\"noopener\">About Us page.<\/a><\/strong><span style=\"font-weight: 400;\"> As a result, assuming you outsource a quality CIO, their accreditation, experience, and ongoing educational accomplishments can bring a great deal of prestige to your firm. Possible side effects of these additions can include improved retention of more-impressed clients and motivation to optimize your fees.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We cannot offer any more guarantees than you provide. However, there\u2019s <\/span><i><span style=\"font-weight: 400;\">a lot<\/span><\/i><span style=\"font-weight: 400;\"> to be said for bringing an impressively-credentialed, well-experienced executive onto your team: Wise investors, particularly HNW individuals, often do their homework before committing to work with an advisor. When they see a powerhouse within your ranks, they could be more likely to sign on.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A case could even be made that you should consider raising your AUM\u2014because HNW prospects impressed by your fiduciary OCIO\u2019s prestige will <\/span><i><span style=\"font-weight: 400;\">expect<\/span><\/i><span style=\"font-weight: 400;\"> higher numbers. Again, this isn\u2019t a promise, but it\u2019s not exactly unheard of, either.\u00a0<\/span><\/p>\n<h2><b>Records of Excellence<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">An outsourced CIO can monitor the trades made by each assigned broker-dealer employee, helping to <\/span><strong><a href=\"https:\/\/www.govinfo.gov\/content\/pkg\/FR-2019-07-12\/pdf\/2019-12164.pdf\" target=\"_blank\" rel=\"noopener\">ensure that your firm is compliant with Reg BI.<\/a><\/strong><span style=\"font-weight: 400;\"> The importance of meeting the SEC\u2019s regulations almost goes without saying. That\u2019s why an optimal OCIO will keep meticulous records to help you stay transparent and accountable.\u00a0<\/span><\/p>\n<p><strong><a href=\"https:\/\/www.sec.gov\/news\/press-release\/2022-110\" target=\"_blank\" rel=\"noopener\">Increasing federal scrutiny<\/a><\/strong><span style=\"font-weight: 400;\"> means you never want to lack documentation proving your firm is completely above-board. Better-safe-than-sorry might be an old clich\u00e9, but the phrase\u2019s longevity suggests the wisdom still behind it, even today.\u00a0<\/span><\/p>\n<h2><b>Experienced Insight<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Today\u2019s market volatility is no secret: Investors are antsy, surrounded by gloomy news, looking for reassurance, and\u2014in some cases\u2014ready to blame their advisor for the inevitable effects of the economic weather. Put another way, a sizable chunk of the financial industry\u2019s clients may be switching advisors soon, if they haven\u2019t already.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some will try to go it alone first\u2026 fail\u2026 <\/span><i><span style=\"font-weight: 400;\">and then<\/span><\/i><span style=\"font-weight: 400;\"> seek a new RIA to work with, but you get the idea. There are two potential ramifications of this exodus:\u00a0<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>You can\u2019t afford to drop the ball, where retention\u2019s concerned. <\/b><span style=\"font-weight: 400;\">If anything, you need to redouble your (metaphorical) hand-holding efforts when investors are nervous. Leveraging every viable option to reassure them is critical.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Other (maybe even your competition\u2019s) clients are up for grabs.<\/b><span style=\"font-weight: 400;\"> For shrewd broker-dealer firms, this isn\u2019t just time to batten down the hatches. <\/span><i><span style=\"font-weight: 400;\">It\u2019s time to lower the nets,<\/span><\/i><span style=\"font-weight: 400;\"> as well.\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Why be content with damage control when you might be onboarding new faces, as well? With nothing personal against your competitors, business is business. You\u2019ve got bills to pay of your own\u2014and if their losses can be your gains, that\u2019s a no-brainer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Call in a reputable professional with the horsepower and experience to help you play your A-game: The right OCIO can utilize technology and data to support your decision-making. After all, <\/span><i><span style=\"font-weight: 400;\">nobody<\/span><\/i><span style=\"font-weight: 400;\"> knows volatility like an executive who\u2019s managed various clients\u2019 investments through multiple seasons of it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Outsourcing a fiduciary CIO makes sense monetarily, procedurally, <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/a-demand-for-transparency-what-rias-need-from-ocios\/\" target=\"_blank\" rel=\"noopener\">and accountably.<\/a><\/strong><span style=\"font-weight: 400;\"> You can focus on your clients, your business, and on your team. You can also keep a closer eye on the overall health of the firm as it grows.\u00a0<\/span><\/p>\n<h2><b>Make It Happen\u00a0<\/b><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-642\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-oct-blog-1-image-2-300x150.jpeg\" alt=\"future growth of firm\" width=\"318\" height=\"159\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-oct-blog-1-image-2-300x150.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-oct-blog-1-image-2-768x384.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-oct-blog-1-image-2.jpeg 800w\" sizes=\"(max-width: 318px) 100vw, 318px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Obviously, millennial advisors are an extremely important part of your business and the industry as a whole. As their needs change, it\u2019s increasingly important to make sure that your firm is ready to adapt and meet them. So, utilize tools and resources like a well-selected OCIO to help you stay competitive.<\/span><\/p>\n<p><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/about-us\/\" target=\"_blank\" rel=\"noopener\">Cornerstone Portfolio Research<\/a><\/strong><span style=\"font-weight: 400;\"> is ready to partner- up and grow with you, adapting to help you meet the requirements of your independent broker-dealer firm and its clients for years to come. Our investment support is pain-free; carefully developed to reduce hassles and make things easier.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We take pride in maintaining consistent transparency and accountability that you and your clients can rely on. <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/strong><span style=\"font-weight: 400;\"> to learn more.<\/span><\/p>\n<p><a href=\"https:\/\/connect.cornerstoneportfolioresearch.com\/ebook-12-Reasons-to-Outsource-Portfolio-Management\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-232\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-300x128.jpg\" alt=\"CPS eBook Reasons to Outsource\" width=\"455\" height=\"194\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-300x128.jpg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-1024x438.jpg 1024w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-768x329.jpg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal.jpg 1250w\" sizes=\"(max-width: 455px) 100vw, 455px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Millennials are currently the largest generation in today\u2019s workplace. Many of them are ambitious, tech-savvy and driven to succeed, making them possible assets to any organization. However, if your firm is struggling with attracting and [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":641,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[14,9],"class_list":["post-640","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-ocio","tag-outsourcing-for-financial-advisors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Is Your Broker-Dealer Firm Future-Proofed? - Cornerstone Portfolio Research<\/title>\n<meta name=\"description\" content=\"Millennials are the largest generation in today\u2019s workplace. 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