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How to add money management to your practice

Guy E. Baker, MSFS, Ph.D.

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There are several questions and skills that advisors need to address before understanding how they can incorporate money management in their business. The problem is that the answers are usually not learned by advisors who sell risk-based products. In this session, Baker will explain how to gather and manage assets and how to service the clients in these new relationships. He will share prospecting ideas that lead to accumulating these assets and emphasize the importance of advisors choosing a management strategy that fits both themselves and their clients. Baker also will talk about developing a team that can deliver these services as part of a session that will help advisors learn to think effectively about how to grow an AUM business.


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