Advisors are increasingly turning to model portfolios as a means of streamlining portfolio construction, driving consistency in client outcomes, and scaling their practices more efficiently. Rather than building portfolios from the ground up, model portfolios enable advisors to outsource the time-consuming and resource-intensive process of portfolio construction and management.
As a result, model portfolios have shifted from a supplemental tool to a core component of the modern advisory toolkit, underpinning everything from asset allocation to rebalancing and ongoing client engagement.
In today’s crowded models marketplace, a provider’s ability to effectively distribute, sell, and service their offerings has become a critical determinant of outcomes.
Securing placement on home office platforms with limited shelf space, equipping sales teams with the right structure and expertise to engage both home offices and individual advisors, and delivering a high-quality, technology-enabled client service experience are all essential components of a winning strategy.
Model providers that align product innovation with a thoughtful distribution and service model will be best positioned to capture share in this rapidly evolving landscape.
In Part 3 of our whitepaper series, we explore how model providers are evolving sales strategies, distribution functions, and servicing models to stay relevant and uniquely competitive in a rapidly expanding space.
