Let’s take a look at how wealth preservation reveals itself with your clients. Your clients worry about losing wealth in the market. This has been true historically, but the pain of the Great Recession still takes an emotional toll on your clients. The UBS study referenced here is quite remarkable in that so many years after the crisis, the fear of a similar loss is still felt so strongly by 68% of your top clients.
And, your clients worry about all of this, about an hour and a half a week or 475 hours a year.
Since you get this anxious feedback, it’s not surprising that the top concern of 76% of advisors like you relates to the investing process: the portfolio structure . . . interest rates . . . volatility . . . and yield.
For both you and your clients, a lot of time and anxiety is focused on expecting the stock market to decline.
Video Library
- MyTAP AAVUL Full Webinar (23:58)
- Insurance Like it Should Be (1:07)
- Market Decline Anxiety (0:54)
- Avoiding All Wealth Losses (0:54)
- Tax Impact on Portfolios (1:01)
- Impact of Capital Gains (0:46)
- Tax Aware Investing (0:41)
- Conventional Tax Alpha Tactics (1:37)
- Tax Alpha in One Step (1:57)
- AAVUL Tax Shield Primer (3:41)