"Introduction To Core/Satellite Investing
Agents and reps, more than ever, are seeking state-of-the-art methods and tools to both manage existing assets and win more new fee-based asset management business. Many of these reps are looking to supplement and complement their current line of annuity, life, and Medicare offerings.Additionally, many of the successful financial professionals we speak with have shared the same disturbing story lately: “I just got an e-mail from one of my best clients and they are transferring out. I called them to see what was wrong. They said nothing was wrong, that I had done a great job and they were so appreciative of my work. Then they said it was just time to move on and try something else but they would continue to recommend me in the future.”Has this happened to you or an advisor you know in the last year or so? Ouch! That money is likely going to Vanguard who took in more money in 2016 than the next 14 firms combined. This webinar will discuss core/satellite investing as a way to fight back. Core/satellite investing is commonly used by pension funds and institutional managers to generate additional alpha for a portfolio. It consists of carving out a portion of a mutual fund or ETF portfolio to invest in individual stocks or other investments that are very tightly targeted. How much should you put in the satellite? How do you select investments for the satellite? How can you use a core/satellite portfolio to better manage risk? These are some of the questions that we will address. The goal of this workshop is to review an investment strategy to keep your clients engaged and attract new clients. Please register ASAP and make sure to pass this on to your professional associates:
When- Thursday, 02/27/20
Time: 3:30 ET (12:30 PT)
Tuition: Free for Financial Professionals
Where: Online
CLICK HERE TO REGISTER: https://bit.ly/2udmh6B