Mr. Goldie told WSJ Financial Adviser that outsourcing back-office business functions allows him to devote himself completely to his clients, and that he has run his business very effectively this way since he became a full-time financial advisor in 1991.
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WSJ Financial Advisor quotes Mr. Goldie as saying, “My objectives have always been to maintain my independence and never to have any employees, so I can focus 100 percent of my time and effort on my clients, solving their problems and helping them make smart decisions. Managing portfolios and providing financial planning assistance is what I do best. So I try to outsource as much of everything else as I possibly can.”
Dan Goldie Financial Services outsources operational activities in an attempt to run a more efficient, client-focused business. The firm believes that hiring outside experts to help with portfolio rebalancing, securities trading, and client reporting, among other things, allows the firm to develop closer relationships with clients and provide more a more complete service with better advice.
About Dan Goldie Financial Services
Dan Goldie Financial Services LLC (http://www.dangoldie.com) is Registered Investment Advisor located in Menlo Park, California. The firm manages diversified investment portfolios and financial advisor for individuals and families, helping them manage their wealth and make smart financial decisions.
Dan Goldie (http://www.dangoldie.com/
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Dan Goldie Financial Services is an independent financial advisory and financial planning firm helping high net worth individuals and families manage their wealth and make smart financial decisions.