Outsourcing isn’t as new to wealth management as it may seem.
Interest may have accelerated recently, but outsourcing has been quietly evolving and growing in financial services for years. And with continued challenges in both economic and labor markets, outsourcing is proving effective at helping firms refocus on critical, value-added activities that will help them grow.
In this episode of Bank on Wipfli, Robert Zondag, Wipfli principal, and Joe Cortese, partner at Fiducient Advisors, explore the rise in outsourcing and how it can benefit your firm.
Listen in as they discuss:
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