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Category: Value Proposition

9 posts categorized as "Value Proposition"

Why Should You Consider Paying a Premium for an Index Strategy?

June 27, 2019

Why in the world would you recommend an index strategy to an investor that is priced at a premium? Traditional index funds are designed around a very specific purpose – track an index with as little cost as possible. And it’s an extremely popular strategy. Look at Vanguard’s growth over the years, increasing pressures on…

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Why Advisors Without an ESG Strategy May Fall Behind

May 2, 2019

ESG investing isn’t a new idea. Coined in 2005, ESG expands on traditional socially responsible strategies to include options that are socially responsible, environmentally friendly, and that are governed in a way that supports a greater mission. The ESG market has grown significantly over the years, with more than 1,700 signatories and 68.4 trillion in…

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How to Sell Financial Advice – Lessons from a Used Car Lot

September 27, 2018

Scott Rowe, Marketing Specialist There are a lot of places an advisor can go to for insight on how to better run their business. A used car lot probably isn’t one that comes to mind, but that just might be the best place to learn how to sell products and services that look and feel…

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Develop an Investment Story That Sticks

June 7, 2018

How sticky is your investment story? Growth in the financial markets has been exhilarating over the last decade as equities have shot up like a rocket. While the ride might not be over, it seems like the straight-up trajectory we’ve seen may be drawing down. When everything is going up and almost everyone is winning,…

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Why Advisors Should Consider Outsourcing Investment Management

May 16, 2018

Financial advisors are unique. They wield great responsibility and influence, with the ability to directly impact the financial well-being of their clients. The level of impact is unlike most professions in business. With so much responsibility and influence, it’s odd to hear that financial advice is becoming commoditized. Yet, we hear it all the time…

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Clarifying Client Communications – What They Really Want from an Advisor

April 19, 2018

Do you know how often your clients want to hear from you and what they want to know? Would you bet your business on it? It turns out most advisors would lose that bet. The client relationship is delicate. Under communicate and you could lose relevance, or worse, make clients feel unappreciated. Over communicate and…

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How to Sell Yourself – 8 Points for Every Financial Advisor

March 28, 2018

Why work with a financial advisor? Easily answering this basic question is key to creating buy-in among prospective clients. We’ve compiled a quick list of the 8 top benefits of working with a financial advisor to help you clearly communicate your value proposition. Feel free to steal these (really, we don’t mind) to simplify your…

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Advisor Value Simplified – The Three S’s

June 15, 2017

In the age of robo-advice and easy-access digital investing, explaining your value as an advisor has never been more important. To help simplify your value proposition, better connect with clients, and develop stronger advisor-investor relationships, we’ve create the, “Three S’s of Advisor Value”. The Three S’s Strategize – Laying the foundation for solid portfolio construction….

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Story vs. Process: Blending Strategies for Investment Clarity

May 5, 2017

How do you connect with investors, with a well-crafted story, or cold hard facts? Over the last 25 years in the investment industry, I’ve come to realize that there are two types of advisors – storytellers and process disciples. While working toward the same goal, both communication styles look starkly different, like two pieces of…

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