Personalizing Investment Management: How to Liberate Your Time and Grow Your Firm without Diluting the Value of Your Brand
Majestic Ballroom 7
The average advisor spends over 40% of their time on investment management activities. When time is a depleting resource, managing investment strategies more productively isn't just important...it's essential!
Join Peter Murphy, the Chief Investment Officer and President of Founders Financial, for a unique perspective into the world of investment management. Peter breaks down the different investment management solutions advisors can use and discusses the importance of a more personalized approach that elevates an advisor's enterprise and delivers greater value to their relationships than advisor-managed portfolios, third-party managers, and traditional TAMPs can offer.
Rate Session
Partner Breakout
Investment Strategies
Presented By:
Silver
Founders Financial
Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC 1, a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland.
Founders Financial is committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, Founders is focused on developing genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer.
Founders provides their community, otherwise known as Member Partners, with a comprehensive suite of solutions and services that are built by and for independent advisors, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com.
1 Founders Financial Securities LLC, Member FINRA/SIPC and Registered Investment Advisor
Booth No. #411