March 2022 - Investments
Moving Up-Market with Non-Traditional Investments - This session is intended to help advisors think beyond core asset classes like publicly traded stocks and bonds. Yes, those are the core building blocks of long-term portfolios, but advisors shouldn't avoid thinking outside the box simply out of fear of the unknown. The alternative investment landscape is vast, but with a thoughtful approach and effective screening resources, having a few options in your back pocket might just help you build better, more thoughtful, and diversified portfolios for your clients. For advisors interested in landing higher net worth clients, you know the competition is fierce, and the well-heeled "advice" firms have the edge when it comes to marketing and wining-and-dining. Why not make your edge be the one-two punch of comprehensive planning and a more sophisticated approach to investing?
What questions would you like answered or topics would you like covered in this session?
If you have ideas for other conversation circles, please let us know.