Active investing is a concept any advisor who’s serious about financial literacy needs to teach her clients. Odds are, it’s also what sets your service offering apart from DIY options.
Help your clients understand the difference between algorithmic index tracking and having a portfolio manager research and make investment choices. Chances are, knowing what active investing is will boost your value in their eyes, too.
Advisor To Client also has a special package devoted to active investing that’s full of material you can use with your clients. It includes a Worksheet, a Conversation Starter, a Presentation and an Action Idea.