
Mike Urban, a financial advisor in Atlanta, explains how New Constructs cuts his costs by letting him keep 34% more in advisory fees, gives him conviction on investment picks, and helps him raise assets through visual research presentations that clients understand at a glance.
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My name is Mike Urban. I'm an independent financial advisor here in Atlanta. New Constructs does 3 things for me. First, it reduces my costs. New Constructs helps me keep 34% more of my advisory fees that I earn every month. Before I had New Constructs, I was using outside money managers who charge program fees and strategist fees. Those fees were significantly eroding my bottom line. Now, New Constructs enables me to avoid those fees. New Constructs, secondly, provides conviction for the investments that I recommend. I understand the underlying financial health of the investments I recommend in a way I never did before. Knowing that I have a partner in New Constructs that I can trust for diligence makes all the difference in the world to me and to my clients. Which leads me to my third point. New Constructs helps me raise assets. Their research paints a picture for a prospect in a way that no other tool can. My clients aren't accountants, they're not MBAs, but they're good people who can easily They understand that green is good and red is bad. When they see that their current portfolio is bathed in red, it doesn't take much to convince them of a need to change.
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