Video Spotlight: AssetBook CEO Rob Major discusses advantages of hiring an outsourced portfolio service bureau

How do financial advisers set aside more time to work with clients? One way is by outsourcing activities that aren’t client facing.

Here in this Video Spotlight, I speak with AssetBook President and CEO Rob Major about the benefits of hiring an outsourced portfolio service bureau. As you’ll hear from Major, options for advisers might not be as expensive as one might think, and the efficiencies and data accuracy to be gained are fairly substantial.

(click here to view on YouTube)


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