During their latest BPR seminar, Intelligent Partnership interviewed Henny Dovland from Time Investments about the key inquiries advisers should pose to providers, their offerings, and their supporting teams. Henny emphasized the importance of scalability, the specifics of underlying trades, the relevance of BPR products for business owners, and highlighted BPR as a valuable means for advisers to enhance client value.
Watch the video here to learn why advisers should be asking BPR providers as part of their due diligence.
