{"id":644,"date":"2022-10-24T06:00:38","date_gmt":"2022-10-24T10:00:38","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=644"},"modified":"2023-03-31T15:58:15","modified_gmt":"2023-03-31T19:58:15","slug":"dont-let-volatility-spook-your-clients","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/dont-let-volatility-spook-your-clients\/","title":{"rendered":"Don\u2019t Let Volatility Spook Your Clients"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">In the current volatile market, it is more important than ever to make sure your clients feel confident about their investment allocations. However, this need can raise the question: What is the best way to go about it?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I believe the answer is \u201cBy providing a seamless solution that helps them relax, no matter what is happening on Wall Street.\u201d One of the easiest ways to streamline your process is through outsourced CIO (OCIO) services. Never underestimate the ability of a strong OCIO to help protect investors in volatile markets by bringing in more visible stability.<\/span><b><\/b><\/p>\n<h3><b>Let\u2019s explore these questions:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Why is client confidence especially important now?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How can you build more reliability into your firm?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What is an outsourced chief investment officer (OCIO)?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Could a quality OCIO help boost your client retention?<\/span><\/li>\n<\/ul>\n<h2><b>Stay On Course, Conspicuously\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">If you are finding that clients have become skittish about their investments amid this year\u2019s bear market, you are not alone. Volatility has been part of our financial system since the beginning. Nevertheless, many people do not understand the cycle well enough to manage their assets effectively in response.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You and I know that volatility can be helpful\u2014because it allows investors to buy or sell assets when they think prices are out of whack with their intrinsic value. This is one reason why markets tend toward efficiency over time: Prices reflect all available information, so investors trying to keep up with <\/span><i><span style=\"font-weight: 400;\">every piece<\/span><\/i><span style=\"font-weight: 400;\"> of news will get better returns than those who try to predict the future (or worse yet, those who do not invest at all).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We tell them that <\/span><strong><a href=\"https:\/\/www.nasdaq.com\/articles\/what-can-historical-market-cycles-tell-us-about-todays-environment\" target=\"_blank\" rel=\"noopener\">volatility is not permanent;<\/a><\/strong> <span style=\"font-weight: 400;\">that it is just a phase in an ongoing cycle of booms and busts that have always characterized the markets. Regardless, it is more important in times like this to keep visibly on track. This does not mean pretending to be perfect, but it does require an emphasis on delivering value in the most tangible, noticeable ways possible.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That is why I suggest outsourcing your CIO with a vetted fiduciary. The right one should be able to help your firm provide a more recognizable, unified kind of stability. Foremost, this is possible because delegating your record-keeping can free up time for more direct interaction with clients. It is almost a clich\u00e9 to say, but half an advisor\u2019s work, at times, is hand-holding.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Especially as interest rates continue to rise, that is a <\/span><i><span style=\"font-weight: 400;\">huge<\/span><\/i><span style=\"font-weight: 400;\"> value-add where retention is concerned. At the same time, it may be essential insurance against losing clients who may be eager to blame their declining investment choices on you (rather than staying the course adequately) and jump ship.\u00a0<\/span><\/p>\n<h2><b>What Is an OCIO?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">For those who are not certain, let me briefly explain how <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/can-small-rias-benefit-from-ocios-like-the-big-firms-do\/\" target=\"_blank\" rel=\"noopener\">an outsourced chief investment officer (OCIO)<\/a><\/strong><span style=\"font-weight: 400;\"> operates: This executive interacts with you (and, as desired, with your clients) mostly online (such as by Zoom). At the same time, they become a genuine addition to your team (and you can list their bio on your About Us page, adding clout and prestige).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A fiduciary outsourced CIO can provide your firm with experienced, well-informed investment consulting. Generally speaking, they can also provide Reg-BI-compliant record keeping. Each of these can add up to clients seeing more of (a potentially more relaxed version of) you. That increased availability, in turn, can often lead to better retention rates.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It does not include the costs of a full-time, in-house hire, either: You have no bonuses to pay, no benefits to provide, and no additional office furniture to lease. Select the right well-vetted, accredited OCIO and you can have all the benefits of a CIO on-premises with none of the usual expenses or possible drawbacks.<\/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 a Quality OCIO Help You\u2014Not Just Keep Clients, but\u2014Win Between-Advisors Investors?<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>Keep Calm Behind the Scenes<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The biggest reason most clients seek out financial advice in the first place is because they want help in building and maintaining a portfolio that supports their long-term goals. <\/span><strong><a href=\"https:\/\/finance.yahoo.com\/news\/12-topics-advisors-discuss-clients-173501839.html\" target=\"_blank\" rel=\"noopener\">Many do not just want to hear about how their investments are doing;<\/a><\/strong><span style=\"font-weight: 400;\"> they want to know how those investments will help them achieve their life goals and dreams.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the same time, they want advice from someone trustworthy. It should be someone whose at-rest expression looks trustworthy, as well: Just as children know when poker-faced parents have been arguing, investors can sense when the swagger is gone from your step. This is no time to fake-it-til-you-make it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You need to <\/span><i><span style=\"font-weight: 400;\">know <\/span><\/i><span style=\"font-weight: 400;\">that your RIA or independent broker-dealer firm is weather-ready and running on all cylinders. That peace of mind can positively influence clients, reinforcing their sense of well-being\u2014where a lack thereof can speak volumes against you. This is a fact of our reality that never plays fair: The most epic value-deliverer in recent memory, if perceived as lacking sufficient confidence, could wind up hemorrhaging clients.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is a profound obligation, but it does not have to be a miserable burden, at all.\u00a0 Providing seamless access to the kinds of third-party solutions that come with a reputable OCIO can help you keep you genuinely confident behind the scenes. As a result, you could be more confident in meetings, no matter what is happening on Wall Street at the time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A positive professional connection with the right outsourced CIO can allow you to remain in control of the relationship with your clients while simultaneously benefiting from their expertise and experience. In some cases, that experience can span decades; seasons of volatility, calm, and all in between.<\/span><\/p>\n<h2><b>The Right OCIO Is No Trick (It\u2019s a Treat)<\/b><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-646 aligncenter\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-Oct-blog-2-image-2-300x200.jpeg\" alt=\"bowl of treats\" width=\"774\" height=\"516\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-Oct-blog-2-image-2-300x200.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-Oct-blog-2-image-2-768x512.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/10\/CPR-Oct-blog-2-image-2.jpeg 800w\" sizes=\"(max-width: 774px) 100vw, 774px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Partnering with a fiduciary outsourced CIO can help you provide exceptional service <\/span><i><span style=\"font-weight: 400;\">while maintaining<\/span><\/i><span style=\"font-weight: 400;\"> your independence as a broker-dealer or RIA firm. It could also assist you behind the scenes with investors in volatile markets by providing them with visible stability.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As AUM within defined contribution plans continues to increase, plan sponsors will likely have more and more responsibility to ensure their participants have access to the investment options they need. The key word here is &#8220;access:&#8221; When times are good and markets are generally stable, it is easy enough to offer participants plenty of choices.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, when unexpected market movements or other economic downturns arise, ensuring their continued access becomes much more difficult. Make sure you are well prepared to avoid getting spread too thin by having an ally in play whose insights could make the entire process far less difficult.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>Cornerstone Portfolio Research<\/strong><\/span><\/a><span style=\"font-weight: 400;\"> is an accredited, seasoned, and affordable option for helping build confidence in your firm that clients can see. <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/strong> <span style=\"font-weight: 400;\">today and schedule an appointment.<\/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=\"565\" height=\"241\" 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: 565px) 100vw, 565px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the current volatile market, it is more important than ever to make sure your clients feel confident about their investment allocations. However, this need can raise the question: What is the best way to [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":645,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[15,14,9],"class_list":["post-644","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-investment-research","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>Don\u2019t Let Volatility Spook Your Clients - Cornerstone Portfolio Research<\/title>\n<meta name=\"description\" content=\"Today\u2019s volatility makes ensuring clients\u2019 confidence in their investments vital. 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