How Financial Advisors Can Be More Proactive to Achieve Client Investment Returns
Meeting client expectations and providing a quality service that yields results are essential to business success. For financial professionals, it’s important to support their client’s investment decisions to maximize their return.
All markets shift and volatility is inevitable, which directly impacts ROI; however, a robust investment strategy can make a real difference and differentiate an investment firm.
How Financial Advisors Differentiate their Value
A recent study on what past market declines can teach us by The Capital Group Companies Inc found that investment declines of around 5% occur about three times in a year and declines of over 20% occur once every seven years (based on historical data).
Regardless of whether it’s a ‘bull market’, a ‘bear market’ or a stagnant market, clients are always looking to their financial advisors to be proactive by helping them generate returns that will achieve their lifestyle and financial goals.
Unfortunately, commonly applied generic portfolio models can’t be relied upon to deliver the best results. This is because one size doesn’t fit all.
The modern investor is looking for a more tailored service from their financial professional. But it is challenging to provide this efficiently and profitably.
Converting Generic Risk-Based Portfolios to Customized Goal-Based Portfolios
To get the best results for clients, it’s important to utilize dynamic asset allocation models powered by post-modern portfolio theory to tailor the optimal investment strategy to each individual, their goals and circumstances.
ERO helps investors do this, saving them time and allowing them to offer a more comprehensive strategy that benefits both the client and the investment firm.
ERO’s innovative technology helps Financial Advisors intelligently decide on the optimal investment strategy for their clients in minutes to achieve an investor’s financial goals.
ERO is internationally applicable and uniquely adjusts equity exposure to determine the most effective financial strategy.
Achieving the Financial Advisor’s Ultimate Goal
The ERO technology uses advanced science to statistically verify when active managers add value to an all passive portfolio which eliminates style drift and forecasts the returns of Mutual Funds and ETFs.
This enables a Financial Advisor to develop tactical asset allocation strategies that will meet or even exceed the return needed by clients to achieve their financial and lifestyle goals.
Schedule a Conversation
How important is it for an investor to confidently recommend an investment strategy that will meet or exceed clients’ goals?
Book a free demo with the ERO team today to discuss needs and discover how the ERO platform can help unlock a better way to access more assets and more revenue.
Want to learn more about ERO?
For more information, visit the ERO website or call (949) 481 5051.
)
)