Remind Clients of the Non-Market Returns You Provide: 7 Examples

Andy Rice News Leave a Comment

Now that I’ve finally come up for air after a daunting 2012 tax season, which kept me away from my writing my monthly column in April, I want to discuss whether you’ve ever explained or shown your clients their non-market related return on investment. The simplified method of looking at a monthly statement to assess whether their money has increased or decreased is basically what all our clients use to determine the value that we as advisors provide. While I do agree that simplicity is an important point, it is usually the unnoticed returns over the years which really allow clients to live off their money and maintain or increase their wealth. Do you relay to your clients the non-market related returns you generate for them? Here are seven examples of how a good advisor creates non-market returns for clients:

To read More, Click HERE

Leave a Reply

Your email address will not be published. Required fields are marked *

For security, use of Google's reCAPTCHA service is required which is subject to the Google Privacy Policy and Terms of Use.

If you agree to these terms, please click here.

This site uses Akismet to reduce spam. Learn how your comment data is processed.