Wednesday, Aug 11

Advisor IQ Replay: Streamlining Your Practice with Model Portfolios

In this session, we'll discuss how the demands on financial professionals' time continue to grow as clients seek a broader set of services – from tax guidance to wealth transfer advice to retirement planning. This session will review the various ways that incorporating a models-based practice can help both you and your clients, and will detail techniques for implementing models with clients.

The Advisor IQ Replay is available for HQR Members on the Launchpad here.

Download PDF
“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra

In this session, we'll discuss how the demands on financial professionals' time continue to grow as clients seek a broader set of services – from tax guidance to wealth transfer advice to retirement planning. This session will review the various ways that incorporating a models-based practice can help both you and your clients, and will detail techniques for implementing models with clients.

Topics covered:

  • The benefits of incorporating model portfolios into your practice, from time savings to more predictable investment outcomes
  • Determining which clients would benefit from model portfolios and how to best transition model portfolios into your practice

Our guest speaker for this continuing education session is John Nersesian, from PIMCO Investment Management.

How to check your current Continuing Education (CE) status:

  • CFP
    • Log into your CFP Board account.
    • Select My CFP® Certification in the left-side navigation.
    • Select View/Report CE under the heading Continuing Education (CE) Summary.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence over 100 advisory firms that collectively manage over $30 billion in assets under management. Learn how we are working through the current crisis.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

You might also like: