Hear Testimonial By The Top Advisor in Tennessee From A Major Broker-Dealer

A financial advisor explains how New Constructs research helps advisors stand out by reviewing annual reports and footnotes thoroughly. Advisors who use it win high-net-worth clients and retain them longer, while undifferentiated advisors wash out after five years.
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One of the top reasons clients like New Constructs is because it helps them grow their business. I love it when they tell me, New Constructs helps me win business because I can beat the guys who don't have New Constructs because I'm able to show my clients they can trust me more because I've got a service that does the diligence that ought to be done. Let's face it, fulfilling fiduciary responsibilities is is important. And if you're not reviewing the entire annual report, not reading the footnotes, then are you really fulfilling your fiduciary responsibilities? Are you going to be able to compete with the guy who does, especially with the high net worth clients that have a greater demand for sophistication and better research? And let's also face it, if you're using the standard firm's model portfolio, are you really that different? Why do you think most advisors wash out after 5 years? Because they're undifferentiated. So, you want to win business? You want to impress your clients? You want to grow trust? You want to keep your clients? Show them that you're doing the diligence to make sure that they don't get blown up. That you're reading and making sure that everything that ought to be read has been read. Now listen to my good friend, the number one producer in Tennessee from a major wirehouse firm, talk about how he uses new constructs to win business and to outcompete other advisors.
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