Financial Advisors

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

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works at

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

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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

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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.

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