How do you sell the benefits of managed money to your clients?

like
Posting as :
works at
You are currently posting as works at

You don’t. It simply fits their needs in the planning process.

like

Wfa1 could not agree more. I maaaaybe talk about the portfolio for 5-10 minutes at the end of a new plan meeting and half the time the client has bought in by then it’s just formality

like

I ask them how involved they want to be day to day. Really involved means more often than not, commission business. No involvement means managed money is a great fit.

Related Posts

Has anyone taken part of the education reimbursement program? I’ve been here for 4 years and I’m thinking of obtaining my Master’s in Organizational Leadership, but I feel like with this merger, if I started the program and then there are layoffs or too many new hires, or work just becomes overwhelming, I wouldn’t be able to complete my program. I’m already wearing multiple hats when it comes to work. Does anyone have insight on how it works/what it’s like? Thanks in advance!

like

What are some benefits that would entice you to work over 40 hours a week if it wasn’t a requirement?

like

I make $140k in New York. Should I invest a Traditional 401K or a Roth 401K or do a split?

like

Just to clarify, when talking about TC, does it mean salary plus cost of benefits that is shouldered by employer?

like

Do we get internet or furniture reimbursement at optum?

Larsen & Toubro Infotech I m having one offer from Nagarro and second one is from atos with same package and variable and atos is ready to give permanent wfh but in nagarro i will be align with zs associate account and wfh or wfo is not decided yet as everyone knows wlb is not good with zs associates. Atos : project will be cdphp health insurance.
Please suggest which one I should choose.Atos Nagarro Larsen & Toubro Infotech Accenture

like

I'll start - How much do benefits factor into your job search and deciding on an offer? For me, the vacation is critical, and it reflects the extent of the agency's culture of trust.

like

Roth 401k or regular 401k?

like

What are some additional maternity benefits or perks at your firm (beyond leaves)? I have heard of Amex gift cards, firm-based support groups, free counselling, goodies (parenting books, water bottles), free pump... what else?

like

Folks on H1B. What do you do with your savings? Invest in India or in the US? Apologies, know this has been asked before. Don't know how and where to invest in the US.

like

Do we have to update the tracking and trading with details of like mutual fund, life insurance

like

Ripple XRP - Bloomberg terminal, bank partnerships, Amex, and more - Forbes, Fortune, Business Insider articles - recent jump to $0.74

like

I’m seeing lots of posts about really bad losses. If you trade you’re going to lose money - hopefully not all the time, but many positions will be mistakes. But you need a process to find ideas and manage positions. Two books you should read are “The New Trading for a Livinng” and “The Laws of Trading.” Both look at psychology, process, and risk in different ways that can help you work out your own process. The next 18 months will be much harder than the last 18 - time to start learning.

likehelpful

Would you take an offer for $10k more with a title bump and less benefits? Was approached by BDO, and it looks like I won’t be going up for promo until year end in August at D.

like

Could anyone let me the know the details of health insurance provided by iqvia?
Whom to reach out for this?
Does this cover any OPD charges in any way?
I have to done some eye tests, which will come under OPD.

like

This is why we need Universal Healthcare

Post Photo
likefunnyupliftingsmart

I am in the process of IVF due to my husband's male factor infertility. I am so grateful for the benefits that EY provides and wanted to know if there is any consideration for reevaluating those benefits? We know that IVF is incredibly expensive and for some of us, having children is a top priority. Does anyone know where or how we can petition for enhanced or shared benefits? I have ideas.

like

How do you ask for points?

like

How much tax will be deducted on 18lpa fixed salary (1746800 in hand after epf deduction)? Even after investing 1.5 lacs in 80c.

like

Any great personal finance/investment books to read? Or even YouTubers/Podcasters

Really looking into expanding my investment horizons — particularly about learning about how to allocate my investment portfolio. Also, always nice to learn about better ways to save and cutback.

like

More Posts

Is JPMC going to start WFO all days instead of hybrid mode from next year?

like

Hi TCSers,


Will we have any project specific interview or client interview before joining TCS?

Will it more like a round to reject further?

Im really worried.I still have 35 days of notice period left and I received a call from a TCS employee today and she asked me to share my resume to a project manager when asked she said it is for its tracking purpose.

Please let me know.

like

FP&A vs. Financial Reporting - pros and cons?

like

Favorite place to eat recently and price point? Can be as fancy as you want and say masa and per se haha. Looking for new spots to try soon!

like

Anyone at the Q center this week?

Is there anything like Peter Millar but with a younger vibe? And possibly a little cheaper?

like

Bit loafers with or without socks? Nordstrom has good sales on some of em right now

Any perspectives on BridgeBio? Differentiation vs. similar company approaches like Fortress, Roivant, Puretech?

All I've really seen on FB is to expect high hours (and pay) and that it's run by many ex-consultants. Anyone have more granular insights to offer?

like

Can anyone give some insight on the Google’s Administrative Business Partner III leveling?
For instance I am an IC4 Executive Administrative Partner at Meta.

like

Could anyone please tell about NPS CCD(2) ? Is it paid by employer? What needs to be done in this?

like

How can i switch from BPS to IT.. I have been working in tcs last 5years.

like

Anyone looking for freelance strategy support? I mostly work on creative strategy and qualitative research but I have done quite a bit of brand strategy, social strategy and community management too. I have deep experience with social impact + DE&I and have worked across a variety of industries - tech, CPG, health, education, cannabis, government, finance and more.

like

Why is it that when we’re sick, we go to a doctor, when we are in legal trouble, we turn to a lawyer, when we need help building a house, we turn to advice from an architect, but when it comes to deen we think we are the experts and not the scholars who’ve spent their life studying theology and Islam. Such hypocrisy

like

I was just thinking about this concept today and here we are.

like

Budget is always a hot topic, as people try to save money and cut corners, how have you designed systems (fundraising, donors, etc.) to supplement the funds for your sequence’s needs?

What could be the in hand of 16lpa with 5% variable

like

I want to dispose my office chair and i live in Newton. Anyone knows if i can leave it curbside or where i can check for the details?

funny

Hi fishes

I just wanted to know, I have recently joined pwc india, but I want to join PwC AC bangalore.

So plz guide me. Please note I have experience of 6.5yre in AML, COMPLIANCE AND LEGAL SERVICES, FORENSIC INVESTIGATION ETC.

like

Is it recommended to get two full years of consulting experience before looking for a move elsewhere...for more comp (say to another Big 4, industry, attempt at MBB or FAANG)? Already have 8 yoe in the DoD space outside of consulting. And about 16 months of consulting exp

like

Additional Posts in Financial Advisors

What kind of shoes do you guys rock at work?

like

Just curious, what do you all think of WSJ? Do you think it’s worth the price? I’ve been a subscriber for several years but have been finding myself questioning its worth lately.

like

Has anyone heard of, or tried using, the Paladin Registry?

like

What’s your firm’s position with regard to the regulation of the CFP standards coming Oct 1st?

like

Anyone have any experience as a franchise owner? Looking to diversify....

like

How would you handle a person at your job that makes inappropriate jokes in public? Just curious ...

likehelpful

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

like

What’s the difference between Merrill and Bank of America Private Bank?

like

How do you sign your emails? Close with �Best�? �regards�, etc.?

like

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

Anyone else feel extremely sleepy once 2 pm hits? Any solutions apart from coffee?

like

Stopped investing new contributions in October, just started back. Now getting calls asking why so much cash...I saved you the 200 point drop... you're welcome!

like

Married peeps, joint or separate checking accounts?

like

If the prospects and clients were there, which city in the US would you want to live & work in?

like

Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.

like

Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.

like

Have a surgeon that exceeds the income threshold for deducting a spousal IRA. Would you recommend one for your clients spouse even if they don’t get the deduction? Why? Trying to learn from the sitch

like

Anyone try public speaking coaches to train them how to be a better seminar speaker? Posture, tone, subliminal onstage stress relievers etc..?

like

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

like

Currently w TD Ameritrade Institutional (RIA) - manage some Brokeragelink accts @Fidelity as 3rd party. They now require you to sign a form stating you will not be compensated. Questions in comments.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal