Financial Advisors
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Notice
Financial advisors may use the information and model portfolios to help them build customized portfolios for their clients but under no circumstances can they set up letters of direction to or set up brokerage accounts to follow the Chartwell Model Portfolios for their clients without receiving specific approval from Chartwell Partners and enrolling their clients as web site members. Chartwell Partners assumes no liability regarding model portfolio performance. |
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You know how competitive it is out there. Separating yourself from the pack by using ETFs as your core investment tool in building your client’s portfolios is a smart move. Partnering with Chartwell can make your transition smoother and more profitable. Here are three ways ETFs and Chartwell can help you.
Client Retention
ETFs/iShares offer your clients dramatically lower costs relative to mutual funds. ETFs also offer much greater tax efficiency – in 2002, 2003, 2004 and 2005 iShares had zero capital gains distributions. Converting your client’s current portfolio into a ETF portfolio will anchor and deepen relationship. Bottom line for you – more room for you to maintain or increase your fee structure and profitability.
Leverage your Time
Instead of you doing the global research, tap into Chartwell as your research arm. Customize our seven benchmark beating model portfolios for your clients Keep up to speed on global developments by regularly visiting ChartwellETF.com. Impress your clients and prospects by using our talking points on global investment trends. Bottom line for you – less time on research, more time on marketing and client service.
Prospecting and Marketing
Using ETFs separates you from the pack and distinguishes you as a cutting edge, sophisticated advisor. The Chartwell Advisor ETF Report may provide you with valuable content for your free prospecting newsletter. Look to Chartwell for periodic and useful ETF marketing tips and marketing emails. Bottom line for you – more new clients and growth.
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