We live in a “more” culture. Money. Happiness. Health. We’re programmed to always want more.
That’s what asset location provides. More.
Higher after-tax returns for clients. More revenue for the advisor and the firm. It’s a win-win.
Adopting an asset location strategy and adding the ability to quantify those benefits for clients adds tremendous value to an advisory practice. Not only will you generate more revenue per client, but your clients will have a clear understanding of the value you bring to the table. Value that goes far beyond the performance of investments.