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Advisor Opportunity
Why do you need to focus on Product Allocation?
- Consolidate client assets – When approaching retirement, clients will likely deal with one advisor if that advisor can demonstrate expertise in both the asset gathering and retirement income generation phases of investment planning
- Extend the length of client relationships – for life Product Allocation strategies can allow you to retain clients throughout the retirement phase of their lives
- Increase the value of your book of business – Expand your range of products to gather additional assets while being viewed as the advisor of choice for your clients
Becoming Your Client’s Advisor of Choice
Traditionally, investors believed in working with multiple advisors so all their retirement savings weren’t in one basket. But now investors have begun to realize that when it comes to creating their retirement income plan, it’s important to have one advisor that knows their complete financial situation.
To take advantage of this growing trend towards consolidation, today’s advisor will need to:
- Understand retirement income products and benefits
- Work with strong and stable financial companies who have products and resources specifically designed to help meet retirement income needs
- Have the knowledge and tools to conduct a complete retirement income review to determine clients’ income needs
- Provide an optimal Product Allocation mix to help maximize clients’ retirement income potential, while at the same time minimizing the financial risks
Next Steps
What is Product Allocation ?
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