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Making the switch
to managed accounts

Everything you need to know to start your managed accounts journey today

As a financial adviser, you’re used to dealing with change – to your business, your industry, your clients’ investment portfolios. Yet the future we now face is one of continual change. Which is why you need to be able to adapt faster, move faster. So you are there when your clients really need you.

It’s just one of the many reasons to switch your practice over to managed accounts. Managed accounts can give you the efficiency and flexibility you and your clients need to respond swiftly and decisively to a rapidly changing world.

Download our complimentary white paper, Making the switch to managed accounts, by completing the form below and take the first important step on your managed account journey.

Making the switch to managed accounts workbook image

Making the switch to managed accounts provides valuable insights into managed accounts. In our white paper, you will learn:

     how managed accounts can benefit your practice

     how to make managed accounts part of your value proposition

     how to choose the right managed account provider for you

     how to bring your employees and clients along on the journey

Making the switch to managed accounts starts here.