Shawn Paulk

The alternative investments sales cycle for RIAs got longer but marketing patience got shorter

Shawn Paulk: RIAs do not sell products to their clients&#8211; and they don&#8217;t care to be &#8220;sold&#8221; to either.

alternative investments

Bonefish

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

High net worth investors are under stress, and pushing them to quick decisions can backfire

The alternative investments sales cycle for RIAs got longer but marketing patience got shorter

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The alternative investments sales cycle for RIAs got longer but marketing patience got shorter

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