The Advisor Premium: More Than Just Investment Management

Are you leaving money on the table?

For families weighing their options when choosing a financial advisor, Vanguard’s Advisor Alpha study has long been the go-to guide—and now, fresh research from SmartAsset echoes the sentiment that the right advisor could boost your net returns by over 2% annually.

In this episode, Tyler Emrick, CFA®, CFP®, reveals why many advisors miss that extra edge and how True Wealth Design’s holistic approach—integrating smart investments, proactive tax strategies, and comprehensive financial planning—ensures you capture every opportunity.

Here’s some of what we discuss in this episode:

• New study puts annual financial advisor value premium at more than 2%.
• The idea that your advisor should be both offensive and defensive in their approach to planning.
• What differentiates ourselves when someone decides to get serious about managing some aspect of their financial life.
• The four areas that most families come to us for help.
• What happens when someone reaches out to us and how does the process begin?

 

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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