Use Portfolio Analysis to Educate and Convert Clients
It is a practitioner view of how one advisory firm has built a prospecting and review process around portfolio analytics software, which may be useful to advisors assessing similar tools or reworking their discovery and review meetings.
Summary
By the markets & outlook deskA short case-study video in which Erin Eiras, CEO and founder of Investra, describes how her firm uses Nitrogen (formerly Riskalyze) to analyze prospect and client portfolios. She covers using risk assessments as a lead-generation step before prospects become clients, running side-by-side comparisons of existing holdings against custom stock, bond and alternative models, and structuring portfolio reviews around fee transparency and risk-tolerance conversations.
- Investra uses risk assessments as a lead-generation tool before prospects walk through the door.
- The firm compares existing client assets side by side against custom stock, bond and alternative models.
- The video covers uncovering fees embedded in existing portfolios and transitioning clients to optimized stock accounts.
- Portfolio reviews are framed around the gap between a client's stated risk tolerance and the actual risk of current investments.
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