Unlock Strategic Growth with Managed Accounts
Are you ready to elevate your advice delivery and scale your business without compromising quality?
Praemium’s latest research, “Elevating Advice Delivery with Managed Accounts,” reveals how leading financial advisers are transforming their practices through operational efficiency, strategic client engagement, and scalable service models. Whether you're serving mass affluent clients or high-net-worth portfolios, this eBook provides actionable insights to help you evolve your advice model and stay ahead of industry trends.
What You’ll Get
Clear value creation frameworks showing how managed accounts shift focus from admin to strategic client engagement.
Time liberation insights: 16–24 hours monthly freed for high-impact activities like financial planning and relationship management.
Overcoming objections: Learn how modern platforms preserve adviser control, enhance customisation, and improve cost transparency.
HNW strategies: Discover core-satellite portfolio models and tiered segmentation approaches tailored to $1M+ clients.
Innovation trends: Explore the future of managed accounts and the potential innovations to create scalable customisation that are reshaping the competitive landscape.
Future outlook: With 46% of advisers expecting near-universal adoption within five years, this is your roadmap to staying ahead.
Download the eBook Now
Gain access to exclusive research, practical frameworks, and proven strategies to future-proof your advice delivery.
- How 62% of Australian advisers are leveraging managed accounts to save time and deliver better client outcomes.
- Why 88% of users report improved client satisfaction and engagement.
- The strategic shift from portfolio administration to high-impact financial guidance.
- How to overcome common objections and unlock customisation at scale.
- The future of managed accounts and how innovation is driving competitive differentiation.
