Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
378: The 100+ Hour Time Hack For Investment Management
What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management?
In this episode, Libby sits down with Darol Ryan, Managing Partner of Main Management, to discuss one of the biggest hidden time drains in many advisory firms: portfolio management. From researching investments and preparing for review meetings to managing custom portfolios and rebalancing accounts, advisors often spend countless hours on work that may no longer be the highest and best use of their time. Together, they explore how custom model portfolios can help advisors create…
The skinny
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