Seeds

Customers of tech can and should be assessing tech companies beyond their product. There are plenty of important intangibles to consider, like: 🛣 What is their product roadmap and do you believe in it? 🎯 Are they building toward something that really aligns with you? 🔗 Are their people well-connected and well-respected in your industry? Kelsey McKenna shares these thoughts and more in our conversation with Torie H. in the latest episode of From the Ground Up. Listen to the podcast out now on: 🔗 Apple Podcasts: https://lnkd.in/eRXrcZgi 🔗 Spotify: https://lnkd.in/esQ-QKUc

Some clients think an advisor's value comes from beating benchmark performance, especially those that are particularly fee-conscious. How can advisors demonstrate their value without selling outperformance? One key strategy is through: → Tax-Efficient Transition into New Allocations New clients often have portfolios that may not align with their goals. But transitioning to a new portfolio can trigger tax liabilities. Skilled advisors can show prospects tax-efficient strategies to minimize these impacts, like by selling certain lots, trading at losses where possible, and then creating a plan to sell out of the existing portfolio over time. 🌱 Check out the rest of the "Real Alpha" list: https://lnkd.in/epjfdY5j

When you take the time to recognize and articulate what your clients are thinking and feeling, it signals that you deeply understand them. Learning how to openly address client concerns is crucial in transforming their uncertainty into confidence and trust. This week, Zachary Conway and Kelsey McKenna explore how financial advisors can acknowledge client concerns and communicate value, leading to better communication and client satisfaction. 🎧 Listen to the podcast out now on: Apple Podcasts: https://lnkd.in/eqZE7D3a Spotify: https://lnkd.in/e8Rt-Jvx #FTGU #FiduciaryAdvice #AdvisorTips

We're hiring! As an Investment Associate, you will directly support the Head of Investments across all investment-related activities, including strategy creation, implementation, and oversight. 

What is the true measure of an advisor's value? Some clients think an advisor's value comes from beating benchmark performance, especially those that are particularly fee-conscious. How can advisors demonstrate their value without selling outperformance? One key strategy is through: → Appropriate Asset Allocation Asset allocation plays a pivotal role in shaping portfolio performance. Studies have indicated that over 90% of the variation in portfolio returns can be attributed to how assets are distributed across different classes. By skillfully diversifying investments, advisors help mitigate risks and optimize potential returns. This ensures that your clients' portfolios remain resilient under varying market conditions and are tailored to meet both immediate and future financial goals.

Once you begin engaging in human-first questioning, you will view investing differently, planning differently, and how you manage money differently. It will take you on a new journey and build from there. Ross Marino, CEO of Advisor2X (#SHIFT), joined Kelsey McKenna and Zachary Conway to discuss the profound impact of starting with clients’ stories and using simple, human-first questions to deepen client relationships. Join the conversation: 🔗 Apple Podcasts: https://lnkd.in/ga4cMde5 🔗 Spotify: https://lnkd.in/gW7EeV6D #HumanFirst #FinancialAdvising #FromTheGroundUp

Do your clients know the value you can deliver through tax-efficient portfolio strategies? ✨ Learn from Seeds and Holistiplan 1. How to apply tax-efficient strategies to better manage investments. 2. Understanding the impact of tax decisions on overall portfolio health. 3. Practical tips for integrating tax efficiency into your investment planning. 📅 Date: June 6th, 2024 ⏰ Time: 2:00 PM EST / 11:00 AM PST → Register for the webinar: https://lnkd.in/emVREXwA

Clients don't always know the impact taxes can have on their investments and overall financial plan. 🌱 This week, we're hosting a webinar on Thursday, June 6th, at 2:00 pm EST/11:00 am PST, as Zachary Conway and Torie H. demonstrate how to communicate value around tax location, tax transition, and tax-loss harvesting. → Register for the webinar to secure your spot. https://lnkd.in/emVREXwA

Imagine only having to focus on building your client book, refining your service model, and perfecting your financial planning process. The founders at Avise Financial have developed a co-op business model that alleviates the operational burden of running your practice. On this week’s episode of From the Ground Up, hear from Katrina Soelter, CFP® and Leighann Miko, CFP® speak on the needs they saw in the industry and how they’re working to solve them. Listen on: 🔗 Apple Podcasts: https://lnkd.in/e_EmqXrX 🔗 Spotify: https://lnkd.in/e24xJbDX

Happy to share that I'll be speaking at Seeds - AdvisorTech Demo! Make sure to attend it on May 10.