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.
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: Five ways to be a tax-conversant advisor in 2023
There are many conversations a good advisor will have with their clients on a regular basis. Conversations about lifestyle and goals, conversations about family and work, conversations about values and purpose – and, of course, lots and lots of conversations about markets, returns, and dollars and cents. So it might seem like a lot to […]
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, […]
Not ready to retire your trading finger?
Outsourcing unenjoyable or unprofitable tasks is a great way to free up time to focus on what you like doing most: spending time with clients. The average advisor spends 446 hours each year on investment management (from investment research to trading and implementation)[1], but if you aren’t ready to retire your investment research and trading […]
The great wealth transfer wave is coming
Millennials constitute about a quarter of the U.S. population. While many of them already have significant wealth, they collectively will also be inheriting trillions of dollars from their Baby Boomer parents in the years and decades ahead. For financial advisors’ practices to thrive, we think it’s essential to establish a strong connection to younger generations […]
Talking money with family this holiday? Start with values
The end of year holidays brings many families together. I think that’s a good thing, for all the obvious reasons, but I know perfectly well that some people approach family togetherness with some trepidation, because it can set the stage for uncomfortable conversations about family dynamics, politics, beliefs, and money. But what if I told […]
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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.