Most financial advisors have been trained on how to provide financial services, not on how to market financial services. In this guide, we’ll provide crucial information to help advisors get the word out.
Seeing a return of this magnitude and the market continuing to set new highs may give some investors pause. Investors start to ask, “Is this the right time to be adding money into the stock market? Should I be on the sidelines until there is a pullback?” Let's provide some answers.
Advisors already employ many tax-optimization strategies in non-qualified, taxable accounts, such as tax-loss harvesting. Providing tax management services is a logical addition, yet many advisors hesitate to integrate tax optimization into their portfolio management.
Building strong client relationships, guiding progress toward goals, managing portfolios – all of these skills fall squarely in an advisor’s wheelhouse. But what about running the business?
To gather everything they need, many advisors utilize a fact-finding tool. At CPAlliance®, we created a tool called the Financial Planning Questionnaire, or FPQ for short.
As part of its service, SAM will provide Clearstead with access to a broad range of direct indexes. Clearstead will also enjoy a nimbler ability to implement the directives of its investment policy committee.
"Dynasty provided us with something unique and that was the ability to start our own RIA and own our ADV and still have an operational partner during the pre-transition, transition and ongoing phases."
