Frontier’s ideas and best practices for today’s advisor
At Frontier, we treat the advisors we work with as our partners in helping meet investors’ goals. In more than two decades working with advisors and providing downside-risk focused investment strategies, we have seen what has worked and how the advisory business and regulatory environment have evolved. Gain from our experience to help you manage your growth and thrive.
Offering Faith-Based Investment Strategies: Advisor Q&A
If you want to help your advisory business grow, it never hurts to have a little faith – as in faith-based strategies. While clearly a niche product, Frontier Asset Management has found that our faith-based investment strategies can play an important role for advisors – helping them connect with clients on a deeper level, giving […]
Six ways advisors can turn fee objections into opportunities
Many consumers are price-conscious. Recent market volatility has only heightened investors’ concerns about getting value for every dollar they pay for financial advice. Even if you already have a well-developed approach for discussing the amounts charged by your practice, there are benefits to constantly refining your strategies and ensuring that every member of your team […]
Investing by and for women in 2023
Women’s History Month ends on March 31, but women are making their own history every day of the year. As a member of the leadership team at Frontier Asset Management, I wanted to learn more about how this plays out in the fields of advising and investing, so we asked three female financial advisors who […]
Seven strategies for financial advisors to attract more clients
Significant growth for an advisory business usually comes from one source – new clients. Even when you can get more business from existing clients, expanding your client base often remains the best way to increase your firm’s assets under management. Consider the following seven strategies if you want more success engaging prospects and turning them […]
Let’s talk: How to have tax conversations as an advisor in 2023
Discover the importance of tax conversations in the client-advisor relationship. Learn how understanding taxes can add value and set advisors apart, with high-level starting points for discussions and tips for incorporating tax considerations into investment decisions. Elevate your expertise and provide a more comprehensive service.
Four succession planning tips that can help advisors initiate the process
Succession planning is a vital task that is easy to postpone. While a recent survey by SmartAsset.com[1] found that a majority of financial advisors (64%) have a succession plan, a third of them do not. Perhaps even more surprisingly, 25% of advisors who are near retirement do not have a plan to transfer their businesses, […]
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Notes
Past performance is no guarantee of future returns. Performance discussed represents total returns that include income, realized and unrealized gains and losses, but gross of advisory fees. Nothing presented herein is or is intended to constitute investment advice or recommendations to buy or sell any types of securities and no investment decision should be made based solely on information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for an s investor’s financial situation or risk tolerance. Diversification and asset allocation do not ensure a profit or protect against a loss. All performance results should be considered in light of the market and economic conditions that prevailed at the time those results were generated. Before investing, consider investment objectives, risks, fees and expenses. Frontier may modify its process, opinions and assumptions at any time without notice as data is analyzed.
Exclusive reliance on the above is not advised. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Assumptions, opinions and estimates are provided for illustrative purposes only. They should not be relied upon as recommendations to buy or sell any securities, commodities, treasuries or financial instruments of any kind. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment or tax advice. Frontier provides model strategies to various investment advisory firms and does not manage those models on a discretionary basis. The performance and holdings of model strategies may vary from strategies managed by Frontier.
Frontier Asset Management is a registered investment adviser with the U.S. Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional information about Frontier and its investment adviser representatives is available on the SEC’s website at www.adviserinfo.sec.gov.
Frontier’s ADV Brochure and Form CRS are available at no charge by request at info@frontierasset.com or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully.