How will your practice achieve revenue growth in 2005?

For most financial professionals, the answer includes some variation on the theme of "acquiring new clients and capturing more assets."

But there may be another way. Across the U.S., financial advisors have hit a brick wall in their efforts to move money from "save havens" into the stock market. Most investors have not forgotten the crash of 2000-2002 and don't want to repeat the experience. To hedge risk, many are keeping large chunks of money in cash and bonds. In asset allocation programs, that often means choosing a "moderate" model that puts about 20% in cash, 30% in bonds, and 50% in equities.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Benefits Sales Strategies