3 Ways Advisors are Growing Their Businesses with Morningstar Office

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Presented by

Justin Andriusis, Business Development Executive

About this talk

Join us for a fresh look at the newly re-designed and enhanced Morningstar Office platform as we reveal the top three ways advisors are leveraging Office to grow their practices. During this presentation, we will share strategies advisory firms use to grow business including: • Attracting new clients with risk profiling, goals based planning and compelling proposals • Tracking, reporting, and billing on held-away assets • Analyzing current and proposed portfolios through the lens of what’s top-of-mind with prospective clients, including ESG and cryptocurrency

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