How Financial Advisors Can Bring More Value To Their Clients By Beating Inflation

In today's economy, as a financial advisor, you're inundated with many things. Client reviews ,dealing with client calls (especially if they're concerned about the market), finding prospects to talk to, closing sales. And if you're not outsourcing all your money management, choosing the right investments for your clients.?

Even some people out there who aren't paying attention to the news, and don't typically keep up with what's going on in the world, know that inflation is something to be concerned about. You don't need me to tell you that the Fed has been raising rates, and that it has affected the stock market as well as other markets.

The question that you should have on your mind, if you want to bring more value to your clients, is: How can I better position my clients investments? So even when their inflation goes up, or even in deflationary markets, they can still protect their assets and make money. It's not just stocks and bonds anymore. It's not just real estate. There's a ton of the asset classes, and one that you may not be considering is the rates market, which is the biggest asset class in the world.

I brought Nancy Davis on my podcast, Growing Your Financial Business… The Woman’s Way. And she discussed some things that I didn't even understand. But what's great is that you don’t have to understand completely, because Nancy has an ETF that does this for you! And it's something that you can do for your clients, because you're positioning them in a way that's not just longing bonds, and it's not your typical fixed investment option. Her fund, IVOL, is an alternative that puts your clients in a better position, and it’s truly diversified.?

Nancy, worked at Goldman Sachs pre-IPO. And boy, is she smart! She’s a financial derivative nerd and knows everything there is to know about investing. So if you’re managing clients’ money, and you want to make sure you can take advantage of rate and inflation changes, make sure to listen to the episode of my podcast called “Beat Inflation with Nancy Davis.” I swear, after listening to it for just five minutes, you’ll feel smarter.?