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Description
In an extensive research study into model portfolio perceptions and adoption, WisdomTree found that many advisors have misperceptions about how clients perceive models. This course will discuss how advisors could be missing out on an opportunity and how model portfolio strategies can provide value and elevate the client experience for financial advisors.
Learning Objectives
1. What financial advisor clients think of third-party model portfolios
2. Incorporating a model portfolio strategy to retain existing clients and win new ones
3. How financial advisors can use model portfolios to meet client expectations