Using Advisors to Build Wealth

USING ADVISORS TO BUILD WEALTH Are you considering hiring a new advisor? High Net Worth investors indicate that advisors play an important role in wealth management. Eighty-one percent of High Net Worth investors use an advisor to some extent. 81% These investors receive valuable advice from their financial advisors. TOP RECOMMENDATIONS INCLUDE: 1. Selecting individual stocks and bonds 2. Establishing an investment plan 3. Diversifying assets away from a concentrated plan 4. Implementing tax advantaged strategies 5. Establishing sufficient cash flow for liquidity needs Additionally, affluent investors* feel that working with their advisors has made them smarter investors. And. Seventy-four percent say that working with their advisor 74% helped them to earn a higher rate of return than they would have without him/her *Those with $100K or more in net worth, not including primary residence So what should you consider before beginning a relationship with a new advisor? TRAITS HIGH NET WORTH INVESTORS VALUE MOST: 1. Honesty and trustworthiness 2. Provides transparency and keeps the investor informed 3. Investment track record 4. Fees or commissions charged 5. Depth of products and services to meet investors' needs Spectrem's MILLIONAIRE CORNER BROUGHT TO YOU BY MILLIONAIRE CORNER FOR MESTORS ACUT IIO USING ADVISORS TO BUILD WEALTH Are you considering hiring a new advisor? High Net Worth investors indicate that advisors play an important role in wealth management. Eighty-one percent of High Net Worth investors use an advisor to some extent. 81% These investors receive valuable advice from their financial advisors. TOP RECOMMENDATIONS INCLUDE: 1. Selecting individual stocks and bonds 2. Establishing an investment plan 3. Diversifying assets away from a concentrated plan 4. Implementing tax advantaged strategies 5. Establishing sufficient cash flow for liquidity needs Additionally, affluent investors* feel that working with their advisors has made them smarter investors. And. Seventy-four percent say that working with their advisor 74% helped them to earn a higher rate of return than they would have without him/her *Those with $100K or more in net worth, not including primary residence So what should you consider before beginning a relationship with a new advisor? TRAITS HIGH NET WORTH INVESTORS VALUE MOST: 1. Honesty and trustworthiness 2. Provides transparency and keeps the investor informed 3. Investment track record 4. Fees or commissions charged 5. Depth of products and services to meet investors' needs Spectrem's MILLIONAIRE CORNER BROUGHT TO YOU BY MILLIONAIRE CORNER FOR MESTORS ACUT IIO