Grow your client base and AUM by creating more value for clients and demonstrating this value to prospective clients and referral sources.
Develop your expertise with our online, on-demand courses, and use our client tools to educate clients and their other advisors.
Your success depends on creating value for clients. Develop your value creation skills.
From finding prospects to advising clients on using credit as wealth tool, here are learning assets to grow your wealth IQ.
RIDE THE INVERTED YIELD CURVE
Rising interest rates can create a buying opportunity for liquid bonds. Ride the Inverted Yield Curve uses credit to finance the purchase of bonds after a rise in short-term interest rates has caused prices to fall.
This creates capital gains when bond prices recover.
Watch the video to learn more.
BORROW THE DIP
Investing after a market downturn is an excellent way to generate capital gains and additional investment income, and using credit can make it even more rewarding.
Learn how to advise clients to implement this strategy and manage the risks of investing with credit.
Watch the course video to see the skills and knowledge you will gain from Borrow the Dip and how this will enable you to win and advise clients.
COMPOUNDING WEALTH
Einstein called compound interest the eighth wonder of the world. Accelerate the compounding of gains and income in your clients’ portfolios with this credit strategy.
This course enables wealth managers to explain the mechanics of Compounding Wealth, to categorize the economic situations in which the strategy is appropriate, and to identify the main risks of the strategy and ways to mitigate them, among other skills.
THE DEBT SWAP
The Debt Swap improves after-tax cash flow by replacing non-deductible debt with deductible debt.
This versatile strategy allows clients to increase the capital available for investments, to increase cash flow, and to free up the equity in encumbered assets so it can be deployed in other investments.
Watch the course video to learn more.
STRATEGIES FOR BUSINESS OWNERS
Many high-net worth clients are business owners who have additional resources they can use to further their wealth goals.
This course provides wealth managers with two transactions they can recommend to their business owner clients to leverage the resources in their businesses.
IMMEDIATE FINANCING ARRANGEMENTS
Show clients how to replenish the capital used for insurance premiums and reduce the cost of permanent insurance with an immediate financing arrangement.
LINKEDIN FOR WEALTH MANAGERS
LinkedIn is an excellent platform for social selling: building and leveraging a social network to find the right prospects, build trusted relationships, and achieve business development goals.
The LinkedIn for Wealth Managers course shows how to optimize a LinkedIn profile, attract prospects, engage and retain clients, and identify and support referral sources.
Managing wealth is complex. Our tools provide clarity.
The strategies and concepts in wealth management can be confusing for clients who lack a financial background. Even clients who know finance may have misconceptions about using credit as part of a wealth plan.
Our tools describe credit strategies and risk management techniques and provide historical market information for clients and for their other advisors, allowing you to educate clients and prospects, and influence their influencers.
Historical Market Declines
Prepare clients for borrowing to invest with data on historical declines in the S&P / TSX Composite Index and borrowing costs.
Borrow the Dip
Enhance returns from a market dip by using credit to capture more of the recovery. Reduce the risks by how you invest and structure the financing.
The Debt Swap
Improve cash flow and free up stable assets for financing with this simple but effective credit strategy.
Compounding Wealth
Boost portfolio returns by using credit to increase your exposure to a growing market.
Manage Financing Risk
Reduce the risk of investing with credit by employing these simple risk management techniques.
Immediate Financing Arrangements
Use credit to replenish the capital used to fund permanent life insurance premiums.
Strategies for Business Owners
Educate clients on using credit to transfer wealth from an operating company and diversify their net worth.
Ride the Inverted Yield Curve
Use credit to finance bond purchase when the yield curve has inverted.
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