Separate Account Management

Separate Account Management:
Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will:

• Take the mystery out of providing professional asset management services to a broad cross section of your clients
• Educate you about the opportunities and advantages of using separately managed accounts
• Provide you with information about how separately managed accounts work as well as who should be in them
• Illustrate how you can employ separately managed accounts in your financial advisory practice
• Learn how to convert from commission to fees
• And much more

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