The New Managed Account Solutions Handbook

Foreword by. Christopher Davis.
Acknowledgments.
Introduction.
Chapter 1. The Evolution of Managed Accounts. (The managedaccount industry, which began amidst pension reform, has mushroomedin response to client demands for a consistent process to managetheir investments).
Chapter 2. The Revolution of Unified Managed Accounts.(Unified managed accounts have evolved as investors soughtgreater coordination among their investments and more diversifiedportfolios).
Chapter 3. Mutual Fund Advisory Accounts. (Financial advisorscan leverage the potential of multiple mutual funds in a singleclient account by using a mutual fund advisory account).
Chapter 4. Alternative Investments. (Alternative investmentsoffer greater diversification and risk management than ever before,and many clients are asking that alternatives be included in theirportfolios).
Chapter 5. Key Benefits of Managed Accounts and RecurringRevenues. (Managed account solutions allow for a more efficientuse of the advisor's time, access to a more affluent clientele, aconsistent revenue stream leveraged by the market's growth, and amore valuable business entity - plus, clients prefer feesover commissions).
Chapter 6. How to Tell if Managed Account Solutions Are Rightfor Your Practice. (Are managed account solutions right for you?Here's how to evaluate your potential for success).
Chapter 7. Transforming Your Practice into a Wealth ManagementBusiness. (Step-by-step instructions for explaining managedaccount solutions to clients and prospects, gathering informationand developing an investment policy statement, and structuring aneffective client meeting).
Chapter 8. Developing Your Managed Account Solutions Business.(Referrals from current clients can bring prospects to yourdoor, but you must know how to ask for them and have materials onhand to promote your practice).
Chapter 9. Positioning Yourself as a Solutions Provider. (Bycultivating mutually beneficial relationships with serviceproviders, allied professionals and the media, you can develop asteady stream of referrals to help grow your business).
Chapter 10. Attracting and Retaining Clients. (Seminarsremain an effective marketing tactic in the sale of managedaccounts. Here are proven techniques for staging a successfulmeeting and building your reputation).
Chapter 11. Building on Your Success. (Throughout the courseof the client relationship, you will have multiple opportunitiesfor capturing additional assets and building your managed accountbusiness).
Chapter 12. The Future of Managed Account Solutions.(Industry leaders present their vision of what the future holdsfor managed account solutions and the advisors who providethem).
Appendix A. Sample Business Plan.
Appendix B. Manager Evaluation Formulas and Ratios.
Appendix C. Sample Investment Policy Statement.
Appendix D. Seminar Checklist and Sample Invitations.
Endnotes.
Resource Guide.
Index.