Jeff Kilburg, CEO, KKM Financial met with Julie Cooling, Founder & CEO, RIA Channel to discuss the value of outsourcing and ETF model portfolios. According to a study by Cerulli Associates, leveraging a models-based firm could allow advisors to ‘reclaim one day a week’ or 450 hours a year to spend on their business. Models enable advisors to apply their ideas and investment philosophies to “a consistent, repeatable, investment process,” says Kilburg. KKM offers SMA model portfolios as well as a suite of risk-based models.
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