Dear Friends & Colleagues,
I had an interesting conversation this week. The founder of an RIA firm in the Midwest contacted me to discuss the concepts outlined in our latest white paper. The paper is titled “Acres of Diamonds – How to Double the Size of the Alternative Investment Market” and can be downloaded for free here. Even more interesting is the fact that this firm does not currently use many alternative investments (AI) in their client portfolios. Why did they read a report about increasing the AI market?
The title may not be catching for attorneys, CPAs and financial advisors thinking “who cares about the size of the alternative investment market.” However, once you understand the concepts presented, you will scramble to help increase the size of the AI market. Many will demand more AIs for their clients specifically for the planning opportunities presented.
The call from the RIA firm this week proves my point. They read the white paper and wanted to know which AI companies followed the policies highlighted in the report. Specifically, they wanted to talk to those AI firms about starting to allocate significant client funds to their products! The piece definitely struck a chord with this advisory firm once they realized the amazing financial and tax planning opportunities for clients holding AIs.
And that’s the point. Attorneys, CPAs and financial advisors who understand the financial and tax planning opportunities hidden within the AI market demand more of these assets for their clients. So take a look at the white paper and see if some of the concepts strike a chord with you and how they may fit into your client scenarios.