How to ready your business for managed accountsBY JASON KOMADINA | VOLUME 8, ISSUE 1 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
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I totally agree, we transitioned to managed accounts around 2 years ago, portfolios are managed effectively and altered very efficiently as needed, reducing risk. This enables me to concentrate my efforts on my clients needs and ensuring I reduce their risk further in other areas that I may not have had the time to do previously. The additional time I spend with my clients has certainly enhanced relationships.