A new frontier of distribution has evolved on a granular basis, using data and technology for Predictive Analysis to increase the probability of a "quality advisor contact" leading to a successful relationship. This model is focused on decision makers that have a strategic impact within their area of asset class expertise. Most importantly, the template is based on improving the client's asset allocation results, assisting the fiduciary to hit a well defined investment objective - producing the framework for a more collaborative high quality engagement.
Implementing the resource of predictive data coupled with a consultative approach to asset allocation, our team effectively communicates the positive attributes of an investment strategy with Advisors that generally fall into 3 camps:
Rep Directed / Rep as PM: Advisors who build sophisticated portfolios with disciplined manager search criteria, filtering for "best in class" risk adjusted results, examining correlations across asset classes and threading in (liquid) alternative ideas to thwart tail risk events - all with seamless integration in one account.
Multi Asset Class: Advisors who use one strategy for the core holdings and then select active/tactical solutions to provide market exposure and assist in risk management.
Delegators: Advisors who allocate to turnkey asset management programs or home office fiduciary research driven solutions.
The conversation between Advisors and Clients has evolved to be more holistic, not just understanding their risk tolerance or income needs, but Advisors are making a sincere effort to understand lifestyle priorities. Best practices of today's top Advisors, dig deep to explore Behavioral Finance Trends in an attempt to build a relationship on the reality of human emotion, balancing the ebb and flow of economic cycles, variability of asset class returns and the impact on the "psychology of investing". This initiative helps with expectations; a key driver which can divide an investment return vs. the investor return.