{"id":884,"date":"2023-04-10T11:22:26","date_gmt":"2023-04-10T15:22:26","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=884"},"modified":"2023-04-10T11:22:26","modified_gmt":"2023-04-10T15:22:26","slug":"leverage-investment-consulting-hold-anxious-hands","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/financial-planning\/leverage-investment-consulting-hold-anxious-hands\/","title":{"rendered":"Leverage Investment Consulting &#038; Hold Anxious Hands"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">As an independent broker-dealer, you understand that in an age of rampant inflation and bear markets, retention is everything. Metaphorically speaking, the clients that you service may need more than a pat on the hand. Meanwhile, regulatory concerns can\u2019t be backburner-ed for long.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The easiest solution might be to grow your team, but hiring your own CIO could be an expensive endeavor. Many firms may find it difficult to justify within their annual budgets (even if there\u2019s room, otherwise). This is why outsourcing CIO services might be the shrewdest move you could make right now.<\/span><\/p>\n<h3><b>These topics are explored in this article:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Economic times are turbulent<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The most important focus is retention\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delegate to an outsourced CIO<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leverage Cornerstone\u2019s experience<\/span><\/li>\n<\/ul>\n<h2><b>Economic Times Are Turbulent.<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">2023\u2019s economic indicators point to another turbulent year. Some early optimists may have hoped for smoother sailing, but that looks increasingly unlikely. Continued inflation and the growing possibility of a recession both remain areas of concern for financial advisors as well as their clients.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meanwhile, stock markets around the world are experiencing growing levels of volatility due to changing public opinions about the global economy. Once-prosperous companies are laying off employees and tightening their fiscal belts. This kind of talk may be best kept behind the counter, but we all know it\u2019s true.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To some degree, every firm in the financial industry must now make sure that current market conditions do not destabilize their operations. In a time when even <\/span><strong><a href=\"https:\/\/www.forbes.com\/sites\/forbesfinancecouncil\/2023\/03\/09\/the-6040-portfolio-is-not-dead-its-just-not-well-balanced\/\" target=\"_blank\" rel=\"noopener\">the classic 60\/40 model for investing is no longer as reliable,<\/a><\/strong><span style=\"font-weight: 400;\"> financial professionals may find that it takes longer to analyze and rebalance client portfolios, given market volatility. Because no one has a crystal ball, watching the market\u2019s movements is a daily necessity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Independent broker-dealers should be proactive in addressing the requirements and obligations set forth by the Regulation Best Interest (Reg-BI) rule. To ensure compliance, you should have implemented comprehensive policies, procedures, and systems to prioritize the best interests of your clients.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ideally, you have focused on enhancing disclosures and fostering transparency in your fee structures and investment recommendations. Regardless, the question remains: <\/span><i><span style=\"font-weight: 400;\">How?<\/span><\/i><span style=\"font-weight: 400;\"> When there aren\u2019t enough hours in each business day to do everything your firm, team, and clients need to begin with, additional challenges can seem almost insurmountable.\u00a0<\/span><\/p>\n<h2><b>The Most Important Focus Is Retention.<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">At least half the correct answer may lie in our priorities. Clearly, we can\u2019t be everything to everybody at once, so we have to consider the greatest need to focus on: Clients keep the doors open and the brick-and-mortar bills paid.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Inflation and unstable markets often spur some to develop grass-is-greener syndrome: In other words, when headlines are foreboding and they see returns diminish (regardless of how much value you consistently deliver), they tend to blame their advisor. This makes retention essential to your long-term survival as a firm.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It would be easier to cover all the necessary bases with a time machine, but we don\u2019t have the luxury. So, <\/span><i><span style=\"font-weight: 400;\">somehow, <\/span><\/i><span style=\"font-weight: 400;\">even smaller firms have to find a way to make it all work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Out-of-the-box ideas could range from lowering your AUM for cattle-call advising to cutting salaries, but these ideas generally prove far more rash than reliable.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/info.cornerstoneportfolioresearch.com\/free-ebook-12-reasons-to-outsource-your-portfolio-management\" target=\"_blank\" rel=\"noopener\"><b><i>Not Sure an OCIO Model Is Right for You? We\u2019ve Got 12 Reasons Why It Could Be<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>Delegate to an Outsourced CIO<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There is an option that you don\u2019t need to take out a loan to afford: An <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/why-an-outsourced-cio-could-be-your-shrewdest-investment\/\" target=\"_blank\" rel=\"noopener\">outsourced chief investment officer (OCIO)<\/a><\/strong><span style=\"font-weight: 400;\"> is a third-party investment service provider who can manage the entire process of investment compliance for you.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By outsourcing these responsibilities, you could potentially free up significant amounts of time; hours and hours that would otherwise go to investment-related compliance tasks. As a result, you would be able to focus more on client hand-holding, keeping portfolios market-weather-ready, and possibly even growing your book again.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition to freeing up precious work hours for other tasks, outsourcing to the right CIO could provide an almost instant prestige boost for your firm: If the professional is an accredited CFA Charterholder, adding him or her to your team means bringing serious horsepower onto your roster. Despite the fact that they work with you online, you could add them to your Our Team page\u2019s bios.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You might even want to consider optimizing your AUM. High-net-worth clients tend to be thorough in their research (or hire people who are), but they sometimes sidestep financial firms with low AUMs, simply because they believe the best service isn\u2019t cheap.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An OCIO\u2019s services could possibly add significant justification for increasing your fees, as well. Some are willing, upon request, to meet with your clients as needed. By definition, having an executive member of your team interact with them in this way constitutes providing a <\/span><i><span style=\"font-weight: 400;\">premium <\/span><\/i><span style=\"font-weight: 400;\">service. So, it\u2019s expected that you\u2019d price it accordingly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you think you can\u2019t afford an outsourced chief executive officer, think again. Unlike adding an executive under your brick-and-mortar roof, the cost is generally less: You never have to provide a bonus, benefits, or even share your stapler. Base compensation may vary between OCIOs, but it\u2019s generally much more affordable than an on-premises hire.\u00a0<\/span><\/p>\n<h2><b>Leverage Cornerstone\u2019s Experience<\/b><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-886 alignleft\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-April-blog-1-Leverage-investment-consulting-image-2-300x169.jpeg\" alt=\"outsourced cio\" width=\"300\" height=\"169\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-April-blog-1-Leverage-investment-consulting-image-2-300x169.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-April-blog-1-Leverage-investment-consulting-image-2-768x432.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-April-blog-1-Leverage-investment-consulting-image-2.jpeg 800w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><a href=\"https:\/\/cornerstoneportfolioresearch.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>Cornerstone Portfolio Research<\/strong><\/span><\/a><span style=\"font-weight: 400;\"> is an independent investment research and portfolio management firm with a combined experience of over 120 years in the financial industry. We\u2019ve built our reputation on being more than easy to work with. All of our approaches are designed to be as plug-and-play with your own as possible.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, we believe you should never have to uproot methods or team members to accommodate a whole new system. Instead, our goal is to ally with you, adapting to <\/span><i><span style=\"font-weight: 400;\">your<\/span><\/i><span style=\"font-weight: 400;\"> workflows in order to work within them alongside you. That\u2019s why you don\u2019t have to get new client paperwork, change custodians, or needlessly disrupt your clients\u2019 portfolios.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you\u2019re a growing firm, a breakaway, or simply a broker-dealer who\u2019s come to realize that reassuring clients can\u2019t be done without freeing up time elsewhere, we\u2019re ready to talk. <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/strong><span style=\"font-weight: 400;\"> to schedule a meeting.<\/span><\/p>\n<p><a href=\"https:\/\/info.cornerstoneportfolioresearch.com\/free-ebook-10-ways-an-ocio-can-help\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-707 aligncenter\" 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 understand that in an age of rampant inflation and bear markets, retention is everything. Metaphorically speaking, the clients that you service may need more than a pat on the hand. [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":885,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[18,17,14,19],"class_list":["post-884","post","type-post","status-publish","format-standard","hentry","category-financial-planning","tag-independent-broker-dealer","tag-investment-consulting","tag-ocio","tag-outsourced-cio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Leverage Investment Consulting &amp; Hold Anxious Hands -<\/title>\n<meta name=\"description\" content=\"As an independent broker-dealer, retention is everything. 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