Highlights from the Commonwealth National Conference
Matt Chisholm How Outsourcing Can Work for You
Matt Chisholm, senior vice president for RIA services and practice management at Commonwealth, understands that advisors often need help to become as efficient and effective as possible. Here, he describes how outsourcing can provide advisory practices with subject matter expertise, streamlined workflows and relief from mundane tasks that distract them from higher-value services.
Matt Chisholm https://youtu.be/axf_gizMF3U
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