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What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management?
In this episode, Libby sits down with Darol Ryan, Managing Partner of Main Management, to discuss one of the biggest hidden time drains in many advisory firms: portfolio management. From researching investments and preparing for review meetings to managing custom portfolios and rebalancing accounts, advisors often spend countless hours on work that may no longer be the highest and best use of their time. Together, they explore how custom model portfolios can help advisors create scale, increase consistency, and free up valuable time to focus on clients, planning, growth, and life outside the office.
In this episode, you'll learn:
- How advisors are saving 100–200+ hours per year by moving from individually managed portfolios to scalable model-based investment management
- Why custom portfolio management often becomes the bottleneck that prevents firms from growing beyond certain asset and client thresholds
- How custom advisor models are built and tailored to fit your investment philosophy, client base, and unique planning needs
- Why the future value of financial advisors lies in relationships, behavioral coaching, tax planning, and financial advice—not spending weekends researching investments
If you've ever found yourself spending nights, weekends, or entire weeks preparing portfolio reviews, researching investments, or managing dozens of portfolio variations, this conversation will challenge you to rethink where your time is best spent. As technology and AI continue to reshape the industry, the advisors who thrive will be the ones who create efficient systems behind the scenes so they can spend more time doing what clients truly value most.
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