Fiduciaries: Stop Getting Fired For Lagging The S&P 500

Investment fiduciaries, by definition, lag the S&P 500 index in a bull market. That’s a problem for independent professionals. Advisor Products solves it.

 

It's a cruel irony that you’ve probably been fired by clients suddenly for lagging the S&P 500. You're doing your job  correclty. However, a prudent retirement portfolio, by definition, must lag the S&P 500 in a bul market. So you get fired. 

Most galling is when a market-timer takes the client, and the client calls you to fire you. You can't do anything at that point. The client's gone.

To prevent this from happening, Advisor Products creates content every week like this video.

Aligning your client communications with ccntinuing professional education we provide to CFPs, CPAs, CIMAs, EAs, ChFCs, CLUs, and other financial professionals gives you a unique professional edge. 

To create sustainable relationships with your clients, you cannot cannot allow them to expect their retirement nest egg to perform as well as the S&P 500 -- especially in a bull market.

This nugget is borne of Advisor Products collaboration with Dr. Craig Israelsen, who speaks monthly at Advisors4Advsiors continuing professional education classes, and our 120 years of collective professoinal experience.

Every week, Advisor Products create articles, videos, and tweets that get automatically posted to advisor websites, social profiles, e-newsletters, and YouTube channels. It's a financial advisor news stream that is shared with your clients automatically, or that you can preview and change before you send it.

For 20 years, Advisor Products has been building innovative solutions for independent advisors. Now we've industrialized a sustainable client communciations system for the most demanding practitioners.

Request a meeting below and w'll be in touch.   

 

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