Real Financial Professionals Blog
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Do You Manage Location Of Assets? Tell People!
If you optimize the location of client assets, you are different from the vast majority of advisors. Here's a way to explain that, literally, in your own voice.
The video illustrates complex ideas differentiating advisors who optimize portfolios for taxation. Posting this video in your own voice on YouTube and embedding it in a blog post on your website, or on a static marketing page on your website, concisely shows the value of your advice 24/7 in three minutes.
It's part of the Advisor Video Library, a new online application that records you reading our suggested script over the phone. Your voice is embedded in an educational marketing video of use to only the most meticulous advisors. Below are excerpts of the three-minute video.
The video is perfect for users of Total Rebalance Xpert, iRebal, and other re-balancing tools -- any advisor who provides tax-managed portfolio advice..
Investment advisors working with clients residing in high-income-tax states routinely capture extra return in the form of tax-savings for clients.
It's a free lunch, if you know understand the tax rules and investing. Herein lies the rub: The very advisors possessing the math skill to manage investments for tax-minimization are, ironically, often among the poorest communicators. Show people what you do!
The video illustrates complex ideas differentiating advisors who optimize portfolios for taxation.
The Advisor Video Library gives you more than 15 new videos quarterly based on continuing professional education programming on Advisors4Advisors. A4A offers CFPs, CPAs, CIMAs, and other financial professionals unlimited continuing education credit for just $60 a year, and Advisor Products turns that content into educational research you present to clients and prospects.
If you have a marketing website from Advisor Products, location optimization is covered in an article on your website. The article can automatically be sent in an email newsletter to up to 2500 contacts in Constant Contact and tweeted out to your social networks. It’s content like this that serious financial professionals won’t find anywhere — plus training and community to help you execute on these ideas.
This video is based on content from a webinar presented by Sheryl Rowling, a CPA, PFS who manages about $300 million and is the owner of TRX, a rebalancing application used by hundreds of RIAs. CPAs and PFSs' often do this kind of tax-driven work because they have the know-how and will find this video valuable.
For 20 years, I've been finding ways to help advisors who give better advice to differentiate themselves. This is the best yet! If you are a financial professional, please comment on the video.
