Increase Sales.
Identify New Opportunities.
Build Client Loyalty.

“If everybody is thinking alike, then somebody isn’t thinking.” – General George Patton

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Traditional thinking about alternative assets revolves around non-correlated returns, income streams, tax- favored dividends, hedging strategies and other investment centric concepts. Alternative investments have been sold as diversification tools adding small amounts of flavor to traditional plain vanilla portfolios.

This type of thinking limits the market size for alternatives and results in lost opportunities.  Many alternative products contain hidden-in-plain-sight features that can provide added benefits to clients. Understanding these benefits and communicating them effectively opens the door to larger markets and increased sales.

  • Know the hidden tax advantages of your product lineup
  • Position your products as planning solutions rather than just another asset class
  • Understand why clients with large retirement accounts should buy more of your products
  • Learn why alternative investments can be attractive wealth transfer tools
  • Learn compelling reasons for clients to add to their existing positions of your products
  • Know the tax alpha of each of your offerings
  • Turn the illiquid and nonmarketable features of alternative investments into a competitive advantage
  • Valuation as a key metric and solution in client planning scenarios

Think about this…

Which option would most clients select?  The client holding alternative assets is $140,000 ahead of the client holding traditional securities after the same transaction!

Many alternative assets are private investments or direct participation programs and do not trade on established exchanges. These and other factors provide an opportunity for clients to apply discount adjustments to the NAV of their alternative assets. The reduced FMV is the figure required for tax reporting and other planning purposes. This provides added benefits for clients and a huge competitive advantage for sponsors and advisors that sell or recommend alternative investments. And this is only one example of the many opportunities to position alternative assets as planning solutions which can greatly increase sales.


12-Month Competitive Alliance

This program is designed for the firm that wants to gain a significant sales and marketing advantage.   This firm wants to substantially increase sales of alternative investments by understanding the unique opportunities to position their products as client planning solutions.

 

  • 2-day live on-site training for sales & marketing teams OR, same content presented via live webinar/teleconference over several days.
  • Exclusive client web portal with on-demand webinar training sessions, client approved marketing materials, sales tips & talking points, client product review sheets and more.
  • Detailed review of client product roster to identify unique opportunities to market discount valuation advantages to existing and prospective clients.
  • Detailed review of valuation adjustment factors inherent in client products and assistance with developing an appropriate valuation policy and procedure.
  • 2,400 copies of KEEP IT! Advanced Tax Strategies for IRAs to use for marketing, advisor training, conference booths, client events, etc.  Special client-only discount rate of $10 per book on all other orders during program term.
  • Two 90-minute coaching/strategy session calls per month.
  • Call recap with action item list for all attendees within 48 hours.
  • Keynote presentations at major industry or corporate conferences as scheduling allows.
  • Live webinars, conference calls or in-person presentations for public use as scheduling allows.
  • Copywriting assistance for marketing materials, newsletters, website, etc.
  • Spot coaching and support via email and phone between strategy calls.

 

Program has a 12-month minimum term. Consulting fee is $25,000/month. Save twenty percent with advance payment option. Assuming 3% dealer fees, program has a break-even point of only $8 million in new assets when advance payment option is selected.



90-Day Competitive Edge

This program is designed for the firm that wants to gain a better understanding of the opportunities available to position their products as unique planning solutions.  This firm is in the process of increasing sales efforts and wants to add a competitive edge to their product benefits discussion with clients.

  • 1-day live on-site training for sales & marketing teams OR, same content presented via live webinar/teleconference over several days.
  • Exclusive client web portal with on-demand webinar training sessions, client approved marketing materials, sales tips & talking points, client product review sheets and more.
  • Detailed review of client product roster to identify unique opportunities to market discount valuation advantages to existing and prospective clients.
  • Detailed review of valuation adjustment factors inherent in client products and assistance with developing an appropriate valuation policy and procedure.
  • 600 copies of KEEP IT! Advanced Tax Strategies for IRAs to use for marketing, advisor training, conference booths, client events, etc. Special client-only discount rate of $12.50 per book on all other orders during program term.
  • One 90-minute coaching/strategy session call per month.
  • Call recap with action item list for all attendees within 48 hours.
  • Keynote presentations at major industry or corporate conferences as scheduling allows. (Competitive Alliance clients have first preference.)
  • Live webinars, conference calls or in-person presentations for public use as scheduling allows. (Competitive Alliance clients have first preference.)
  • Spot coaching and support via email and phone between strategy calls.

Program has a 90-day term. Consulting fee is $25,000/month. Save ten percent with advance payment option. Assuming 3% dealer fees, program has a break-even point of only $2.25 million in new assets when advance payment option is selected.


Alternative Product Review

This program is designed for the firm that wants a comprehensive understanding of the unique planning opportunities inherent in their product line. Alternative Product Review fees may be applied toward our 90-Day Competitive Edge or 12-Month Competitive Alliance programs within sixty days of project completion.

  • In depth review of product including documentation such as offering memorandum, private placement memorandum, prospectus, SEC filings, partnership agreement, overall structure & design, etc.
  • Determination of pertinent valuation adjustment factors particular to offering and detailed review of same with client team.
  • Discussion of appropriate valuation policy and procedures.
  • Discussion of opportunities to increase product sales by applying information gained from Alternative Product Review.

Fee is $10,000 per product reviewed up to five offerings.  Additional products from the same firm are only $5,000 each.

Take the Next Step

Contact us today for a confidential review and to apply for the Competitive Alliance or Competitive Edge programs.

 

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