{"id":727,"date":"2023-02-07T06:00:25","date_gmt":"2023-02-07T11:00:25","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=727"},"modified":"2023-03-31T15:53:01","modified_gmt":"2023-03-31T19:53:01","slug":"fall-in-love-with-an-ocios-impact-on-your-broker-dealer","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/fall-in-love-with-an-ocios-impact-on-your-broker-dealer\/","title":{"rendered":"Fall in Love With an OCIO\u2019s Impact on Your Broker-Dealer"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">As an independent broker-dealer, you know that time is money. You\u2019re constantly on the go, working to meet client needs and ensure success. An Outsourced Chief Investment Officer (OCIO) can help you do just that\u2014while reducing the time you have to spend on back-office issues like compliance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, by providing a comprehensive suite of services that are Reg-BI compliant, you can potentially free up your team <\/span><i><span style=\"font-weight: 400;\">and<\/span><\/i><span style=\"font-weight: 400;\"> increase your firm\u2019s prestige. There\u2019s a lot to love about that. So, let\u2019s break down how an OCIO model can benefit your firm.<\/span><\/p>\n<h3><b>This article covers the following topics:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What is an OCIO &amp; what do they offer to firms?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How an OCIO can benefit your firm, specifically<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The increased prestige an OCIO brings to a team<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How recouped time can potentially increase profits<\/span><\/li>\n<\/ul>\n<h2><b>What Is an OCIO &amp; What Do They Offer to Firms?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">An <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/the-benefits-of-hiring-an-ocio-in-competitive-markets\/\" target=\"_blank\" rel=\"noopener\">outsourced chief investment officer (OCIO),<\/a><\/strong><span style=\"font-weight: 400;\"> is a professional who provides investment management services to a financial firm. This executive helps make sure that all investments are compliant with Reg-BI and that all the documentation is in order. That\u2019s not all the better ones do, but for our purposes here today, these are the most essential.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before we dig into those benefits, let\u2019s look at how they can save you money, as well. Hiring an OCIO spares you much of the expenses normally associated with bringing a seasoned executive under the roof of your brick-and-mortar office. For starters, you don\u2019t have to worry about bonuses or benefits. He or she joins your team, full-time, but there\u2019s no office equipment to lease, no parking space to provide\u2026 It\u2019s generally much easier.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And I mean the part about them joining your team: Although most, if not all interactions are online, you can list your OCIO (and the bio) on your \u201cOur Team\u201d or \u201cAbout Us\u201d page. There\u2019s a lot to be said for what it can do for your curb appeal, but we\u2019ll get into that later.<\/span><\/p>\n<h2><b>How an OCIO Can Benefit Your Firm, Specifically<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A major benefit of the OCIO model involves recouping time that would otherwise be spent researching and strategizing. When you outsource your CIO role to a third-party provider like <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/\" target=\"_blank\" rel=\"noopener\">Cornerstone Portfolio Research,<\/a><\/strong> <span style=\"font-weight: 400;\">you can have access to an experienced industry professional for making sure that your investment portfolios are 100% in step with the latest Reg-BI requirements.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you have to devote less time to administrative tasks, you can focus more on nurturing client relationships. One upside of market volatility is that many investors are either switching advisors or thinking strongly about it. By strategically deploying an outsourced CIO, meaning <\/span><i><span style=\"font-weight: 400;\">by freeing up your schedule<\/span><\/i><span style=\"font-weight: 400;\"> (and to some degree, potentially that of your team), you could be in a much better position to pursue their business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ensuring your firm\u2019s compliance and reducing your back-office workload is far from all that a good OCIO can do, however. Adding the right one to your roster can also bring a near-instant prestige boost, but we\u2019ll get into that in the next section. Bringing in an OCIO could potentially boost your revenue in a couple of ways, but that, as well, is discussed a little further below.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/connect.cornerstoneportfolioresearch.com\/ebook-12-Reasons-to-Outsource-Portfolio-Management\" target=\"_blank\" rel=\"noopener\"><b><i>Looking for More Reasons To Consider the OCIO Model? Here\u2019re 12 in a Free eBook.<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>The Increased Prestige an OCIO Brings to a Team<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">In addition to freeing up time, outsourcing the CIO role also increases the prestige of your firm\u2014by capitalizing on the expertise of an experienced professional with decades of experience in the financial industry. HNWI\u2019s seldom entrust their savings and assets to just anyone.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.investopedia.com\/terms\/c\/cfa.asp\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>Chartered Financial Analysts\u00ae<\/strong><\/span><\/a><span style=\"font-weight: 400;\"> don\u2019t grow on trees. So, imagine what bringing one from Cornerstone onto your team could do for your curb appeal. <\/span><strong><a href=\"https:\/\/finance.yahoo.com\/news\/brokers-notice-industry-watchdogs-eye-143013040.html\" target=\"_blank\" rel=\"noopener\">This era of closer scrutiny<\/a><\/strong> <span style=\"font-weight: 400;\">can mean people doing far more research before reaching out. So, make the most of the exposure by making sure that they see CFA\u00ae-level horsepower under your hood.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re looking for a relatively easy way to stand out among your peers, this is it. Ultimately, it can also lead to an elevated profile for your firm within the financial industry. There\u2019s a lot to be said for resting assured that your compliance, documentation methodology, and pull with passersby have all been boosted, but again, that\u2019s not all there is to it.<\/span><\/p>\n<h2><b>How Recouped Time Can Potentially Increase Profits<\/b><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-728 alignleft\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/02\/Cornerstone-feb-blog-1-ocio-meaning-image-2-300x209.jpeg\" alt=\"time and money, OCIO\" width=\"300\" height=\"209\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/02\/Cornerstone-feb-blog-1-ocio-meaning-image-2-300x209.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/02\/Cornerstone-feb-blog-1-ocio-meaning-image-2-768x535.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/02\/Cornerstone-feb-blog-1-ocio-meaning-image-2.jpeg 800w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">For any firm looking to increase its profitability, having an outsourced chief investment officer on your team can become an unprecedented asset: A quality OCIO can look at your finances from a bird&#8217;s-eye view, providing valuable insights into where possible opportunities lie as well as watching out for any potential downfalls before they occur.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meanwhile, limited personnel can juggle multiple tasks simultaneously without concern for compromising due diligence or any spending standards. This is how the seasoned, accredited experience of a well-vetted OCIO can facilitate informed decisions and effective research. These, in turn, can help you regain\u2014not just the firm\u2019s time, but\u2014energy and resources in the long run.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">No, we <\/span><i><span style=\"font-weight: 400;\">still<\/span><\/i><span style=\"font-weight: 400;\"> haven\u2019t covered all the long-term potential benefits yet. Add in the fact that if you choose among the tasks you delegate, you could opt to have your OCIO meet directly with clients upon request. Because they\u2019d be meeting with one of your executives, that, by definition, is a premium service.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Premium services, of course, normally come with a higher price tag. You might even want to consider optimizing your fees, overall. At the same time, you <\/span><i><span style=\"font-weight: 400;\">also<\/span><\/i><span style=\"font-weight: 400;\"> might want to consider raising your required minimum assets: Some HNWIs and UHNWIs, believe it or not, won\u2019t even sniff at the services of a firm whose pricing appears too low.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your team\u2019s planning might be the most incredible bargain currently available, but that\u2019s irrelevant: To people who\u2019re <\/span><i><span style=\"font-weight: 400;\">accustomed to<\/span><\/i><span style=\"font-weight: 400;\"> paying premium fees for premium service, low prices suggest inferior quality. They have neither the time nor the inclination to investigate what appears, to their eyes, to be the shallow end of financial planning.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We can\u2019t guarantee success for our clients any more than you can for yours. However, we believe, strongly, that adding an OCIO to your independent broker-dealer team is one of the simplest ways to give your firm a rare edge. <\/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-10-Ways-an-OCIO-Can-Help\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-707 size-medium\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/01\/10-Ways-an-OCIO-Can-Help-234x300.png\" alt=\"10 Ways an OCIO can help financial advisors\" width=\"234\" height=\"300\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/01\/10-Ways-an-OCIO-Can-Help-234x300.png 234w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/01\/10-Ways-an-OCIO-Can-Help.png 462w\" sizes=\"(max-width: 234px) 100vw, 234px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As an independent broker-dealer, you know that time is money. You\u2019re constantly on the go, working to meet client needs and ensure success. An Outsourced Chief Investment Officer (OCIO) can help you do just that\u2014while [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":729,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[16,14],"class_list":["post-727","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-broker-dealer","tag-ocio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fall in Love With an OCIO\u2019s Impact on Your Broker-Dealer - Cornerstone Portfolio Research<\/title>\n<meta name=\"description\" content=\"For an independent contractor broker-dealer, time is money. An OCIO can potentially save you both. 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