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Matt Chisholm on How Outsourcing Can Work for You
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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.
Watch all of the videos from the conference here:
Watch all of the videos from the conference here: