Best Practices: How clearTREND Can Help Advisors
While there are many ways to run a successful practice, today’s competitive landscape offers you the opportunity to separate yourself from other advisors. Building clearTREND into your practice can help you stand out in a crowd and help you create client portfolios that are more resilient, more profitable, and risk aware.
To be successful, your clients need to earn consistent, meaningful returns over time while working to manage the risk of excessive loss along the way. It’s known as “Low Variance Investing,” and it’s based on the Nobel Prize-winning idea that investors can achieve higher returns over time by managing the risk of excessive losses along the way. This makes perfect sense to most clients.
Clients understand that markets change, but until now you may not have a way to identify the turn or when to take action. clearTREND is built to do both. It evaluates the holdings in your clients’ accounts daily, notifying you when an asset is in the process of turning and what straightforward action that can either minimize excess risk or help you take advantage of new opportunities.
Your clients depend on you to give them objective guidance and advice. In the past, you may have missed a turn and unintentionally exposed your clients to excessive risk or missed opportunities. And you may have compounded the problem by avoiding the conversation with your client entirely. Using clearTREND in your practice gives you a proactive and natural conversation starter, it demonstrates that you’re knowledgeable about the current market environment, and that you’re adding value every day. And its a great tool for a winning client review.
Attract new clients by asking them one simple question: “Has your current advisor ever missed a turn?” It’s a powerful question, and it gets your client thinking about how you might help them better navigate changing markets and help them better achieve their long-term goals. And demonstrating clearTREND’s best-fit solutions for the securities in their existing portfolio is a powerful way to differentiate yourself from advisors who consistently miss the turn.
We Offer clearTREND Resources Exclusively for Advisors…
On-Site, Personalized clearTREND Training
LIVE Advisor Distance Learning
Support Chat With a Trend-gineer
Networking Opportunities With Other clearTREND-enabled Advisors
Best-Practice Resources Available 24/7