Outsourcing for Independent Financial Advisors: An Evaluation Tool

November 8, 2018

If you’ve ever considered outsourcing your asset management and business functions, our evaluation tool can help you assess potential providers.

Can outsourcing help you become the independent advisory firm you want to be?

Yes, but it’s not a cure-all — it is strategic, not tactical. And it doesn’t relieve you of your responsibilities to conduct business in the best interests of your clients. 

Outsourcing to the right asset management provider can enable you to delegate non-core activities to a third party — including those that keep you from meeting with your clients and prospects.

While it can be a cost-effective solution, it’s not a “set-it-and-forget-it” strategy. You need to find the right asset management provider, who offers the best services for you and your financial advisor firm.

That’s why we created our Outsourcing Partner Evaluation Worksheet.  It can help you assess multiple providers at one time, using selective criteria for your business model.

Complete the form below to access our Outsourcing Partner Evaluation Worksheet.

Download your Outsourcing Partner Evaluation Worksheet

Smart Ideas and Thought Leadership for Advisors

The latest thinking, tools and market commentary from our experts

Independent Advisor Knowledge Center

Visit Our Blog

Practically Speaking brings together the latest trends, industry research and advisor best practices

Check out the latest conversations

Legal Note

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).