Accredited With https://thecpd.group Accreditation Number #1015543
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Insights on: • The benefits of Insourcing for your clients • How Insourcing adds value to your business o Discretionary removes client approval & rebalancing pain points o You remain fully in control of the client relationship o Improves your brand with your clients o Protects against the threat from D2C providers o Allows you to scale, growing profits as well as revenues • Flexibility o How to build Active, Passive, ESG, Income or Factor versions of Insourcing models o Platform & Risk Profiler availability • Case Studies of advice firms who we have built Insourcing models for and the difference it has made for their clients and their business
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