{"id":3767,"date":"2021-05-01T16:23:00","date_gmt":"2021-05-01T16:23:00","guid":{"rendered":"https:\/\/fusionwm.com\/?p=3767"},"modified":"2022-10-04T16:47:12","modified_gmt":"2022-10-04T16:47:12","slug":"three-reasons-life-insurance-should-be-part-of-your-wealth-plan-3","status":"publish","type":"post","link":"https:\/\/fusionwm.com\/three-reasons-life-insurance-should-be-part-of-your-wealth-plan-3\/","title":{"rendered":"What Makes an Elite Wealth Manager Elite, Exactly?"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"368\" src=\"https:\/\/fusionwm.com\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-04-at-10.22.06-AM-1024x368.jpg\" alt=\"What Makes an Elite Wealth Manager Elite, Exactly?\" class=\"wp-image-3768\" srcset=\"https:\/\/fusionwm.com\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-04-at-10.22.06-AM-1024x368.jpg 1024w, https:\/\/fusionwm.com\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-04-at-10.22.06-AM-300x108.jpg 300w, https:\/\/fusionwm.com\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-04-at-10.22.06-AM-768x276.jpg 768w, https:\/\/fusionwm.com\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-04-at-10.22.06-AM-1536x551.jpg 1536w, https:\/\/fusionwm.com\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-10-04-at-10.22.06-AM.jpg 1844w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We find that the affluent want to work with the best professionals in all areas of their lives\u2014especially when it comes to the areas of personal and business financial management.<\/p>\n\n\n\n<p>Unfortunately, there are a plethora of different financial professionals seeking to do business with you. Identifying \u201cthe best\u201d for you can feel like a herculean task. Even differentiating one financial professional from another can be challenging sometimes, as so many of them present themselves in similar ways.<\/p>\n\n\n\n<p>One type of advisor who has the potential to be extremely beneficial to your financial life is an elite wealth manager. As you may be aware, lots of advisors these days call themselves wealth managers. But in our view, only a small percentage really provide comprehensive wealth management expertise that puts them at the elite level.<\/p>\n\n\n\n<p>So how can you tell you\u2019re looking at an elite wealth manager? The first step is to understand wealth management.<\/p>\n\n\n\n<p>We find that most successful and affluent individuals and families are looking for wealth management to address their financial challenges\u2014even if they don\u2019t specifically use that terminology when talking about what they want.<\/p>\n\n\n\n<p>True wealth management consists of two main components:<\/p>\n\n\n\n<ul><li>Investment management<\/li><li>Wealth planning<\/li><\/ul>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h1 class=\"has-text-color wp-block-heading\" style=\"color:#1d49a7\">The investment side<\/h1>\n\n\n\n<p>Investment management addresses preserving or growing your liquid wealth\u2014assets that (in most cases) can be readily converted to cash. Of course, you may also have wealth that is illiquid\u2014such as real estate (including your home), equity you have in your own business (if you are an entrepreneur) and certain hard assets such as artwork (if you are a collector).<\/p>\n\n\n\n<p>This is the aspect of wealth management that most people immediately think of. Advisors, including elite wealth managers, generally will create and oversee a portfolio of investable assets. Services tied to this aspect of wealth management may include the following:<\/p>\n\n\n\n<ul><li><strong>Asset allocation <\/strong>involves balancing risk and reward by having the investment portfolio in different types of assets based on a person\u2019s goals, risk tolerance and expected need for money.<\/li><li><strong>Investment product selection<\/strong> is the process in which the wealth manager chooses the investment products. These might be individual investments such as stocks and bonds, mutual funds, and ETFs. Some wealth managers will select specific money managers.<\/li><li><strong>Rebalancing<\/strong> is where the wealth manager realigns the investment products in the portfolio.<\/li><\/ul>\n\n\n\n<p>Almost all self-identified wealth managers provide investment management, in our experience. In many cases, that is all they provide. In those cases, the \u201cwealth managers\u201d aren\u2019t wealth managers at all. Providing just investment management doesn\u2019t go far enough. Wealth planning expertise is also required in order to be a wealth manager\u2014and certainly an elite wealth manager.<\/p>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h1 class=\"has-text-color wp-block-heading\" style=\"color:#1d49a7\">The planning side<\/h1>\n\n\n\n<p>Wealth planning requires possessing the technical expertise to deliver a diverse range of advanced strategies beyond investing, which sometimes means incorporating financial products. The tools and techniques of wealth planning range from basic to cutting-edge. The basics include legal strategies and financial products that are readily recognized and generally applicable for most affluent clients\u2014such as trusts, partnerships and life insurance.<\/p>\n\n\n\n<p>Under the broad umbrella of wealth planning is a range of specialties. Some of the most common among true wealth managers are the following:<\/p>\n\n\n\n<ul><li><strong>Income tax planning<\/strong> focuses on mitigating taxes on money earned through working and investing. For example, in certain situations, it is possible to modify corporate structures\u2014resulting in income being taxed at lower rates.<\/li><li><strong>Estate planning<\/strong> involves using legal strategies and financial products to determine the future disposition of current and projected assets. Critically, it\u2019s important to determine who will own the assets and how they will be owned.<\/li><li><strong>Marital and related relations planning<\/strong> entails planning for disruptions in the relationships between spouses and other partners. The intent is to take actions that will protect the family\u2019s wealth.<\/li><li><strong>Business succession planning<\/strong> principally deals with tax-efficiently transitioning a privately owned business to others, whether they are family members or not.<\/li><li><strong>Asset protection planning<\/strong> entails employing legally accepted concepts and strategies to ensure that a person\u2019s wealth is not unjustly taken from him or her.<\/li><li><strong>Charitable tax planning<\/strong> addresses ways to be philanthropic in the most tax-efficient manner. The tax code fosters philanthropy, and this planning takes advantage of that fact.<\/li><li><strong>Life management planning <\/strong>addresses an array of concerns from a wealth management perspective. An example of this is when the wealthy structure their wealth to deal with longevity concerns.<\/li><\/ul>\n\n\n\n<p>While there are many distinct specialty areas, in practice there can be considerable overlap and synergistic possibilities between those areas. For example, by placing assets into an irrevocable trust for the primary purpose of transferring them to heirs (estate planning), asset protection possibilities may also arise.<\/p>\n\n\n\n<p>Important: A high-quality wealth manager is unlikely to be expert in all the aspects of investment management and wealth planning. However, that professional should be able to readily access the requisite expertise on behalf of clients via a group of other experts. Therefore, it\u2019s useful to think about wealth management as being provided by a cohesive team that is coordinated by the wealth manager.<\/p>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h1 class=\"has-text-color wp-block-heading\" style=\"color:#1d49a7\">The secret sauce: powerful relationships<\/h1>\n\n\n\n<p>A sizable number of wealth managers, along with their teams, are highly technically proficient when it comes to investment management and wealth planning.<\/p>\n\n\n\n<p>But remember\u2014you want to know how to spot an <em>elite<\/em> wealth manager. And even advisors who are absolutely brilliant in these areas are not automatically elite.<\/p>\n\n\n\n<p>The key difference\u2014the secret sauce, if you will\u2014is that elite wealth managers are both technically excellent <em>and<\/em> able to develop a truly deep understanding of their clients that informs their actions. In effect, they build powerful professional (and sometimes personal) relationships with their clients that extend far beyond financial products and the number of zeros on their clients\u2019 bottom line.<\/p>\n\n\n\n<p>We find that much of the wealth management industry is investment- and product-centric. Advisor-client conversations are often heavily weighted toward how financial products and services are performing and what additional financial products and services might be needed.<\/p>\n\n\n\n<p>In contrast, elite wealth managers are highly client-centric. Their focus is on understanding their clients as completely as possible. That means not just their investment preferences or their net worth goals, but also their hopes and dreams, their concerns and trepidations, and even their core values as people. Elite wealth managers take this approach because they are always looking for ways to add value to their clients\u2019 lives as best they can. Sometimes this takes the form of investment management and wealth planning. But at other times, they find ways to make their clients\u2019 lives better in ways not related to finance. Sometimes these ideas are ones they\u2019re not even compensated for.<\/p>\n\n\n\n<p><strong>Example:<\/strong> Many elite wealth managers we know are introducing their clients to concierge medical practices. Among the affluent, there is a steady trend of seeking high-quality (even preferential) health care. Many concierge medical practices fit what these affluent families are looking for. Because elite wealth managers are highly attuned to their clients, when they determine that a service such as this one is warranted, they make the connection.<\/p>\n\n\n\n<p><strong>The upshot:<\/strong> The ability to develop powerful relationships with their clients is what makes extremely adept wealth managers <em>elite <\/em>wealth managers. Both are exceptionally technically proficient, but the elite wealth manager has a much better and more in-depth understanding of their clients\u2014an understanding they use to boost the value they deliver to those clients. Because of these insights, the investment management and wealth planning solutions elite wealth managers deliver are often more in sync with their clients. Their clients, therefore, often end up with superior results.<\/p>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h1 class=\"has-text-color wp-block-heading\" style=\"color:#1d49a7\">Finding an elite wealth manager<\/h1>\n\n\n\n<p>There are a number of ways the wealthy find elite wealth managers to work with. The most prevalent approach is through referrals:<\/p>\n\n\n\n<ul><li>Existing clients of elite wealth managers will often recommend their advisors to their peers.<\/li><li>Referrals from other professionals is another way to connect with an elite wealth manager. These other professionals are commonly lawyers and accountants. They tend to recognize the value an elite wealth manager can deliver to their clients, so they make introductions.<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This report was prepared by, and is reprinted with permission from, VFO Inner Circle.&nbsp; AES Nation, LLC is the creator and publisher of VFO Inner Circle reports.<\/p>\n\n\n\n<p>Disclosure: The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. It is not guaranteed by Kestra IS or Kestra AS for accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA\/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.<\/p>\n\n\n\n<p>Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. <a href=\"https:\/\/www.kestrafinancial.com\/disclosures\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.kestrafinancial.com\/disclosures<\/a><\/p>\n\n\n\n<p>VFO Inner Circle Special Report<br>By Russ Alan Prince and John J. Bowen Jr.<br>\u00a9 Copyright 2021 by AES Nation, LLC. All rights reserved.<\/p>\n\n\n\n<p>No part of this publication may be reproduced or retransmitted in any form or by any means, includ- ing, but not limited to, electronic, mechanical, photocopying, recording or any information storage retrieval system, without the prior written permission of the publisher. Unauthorized copying may subject violators to criminal penalties as well as liabilities for substantial monetary damages up to $100,000 per infringement, costs and attorneys\u2019 fees.<\/p>\n\n\n\n<p>This publication should not be utilized as a substitute for professional advice in specific situations. If legal, medical, accounting, financial, consulting, coaching or other professional advice is required, the services of the appropriate professional should be sought. Neither the authors nor the publisher may be held liable in any way for any interpretation or use of the information in this publication.<\/p>\n\n\n\n<p>The authors will make recommendations for solutions for you to explore that are not our own. Any recommendation is always based on the authors\u2019 research and experience.<\/p>\n\n\n\n<p>The information contained herein is accurate to the best of the publisher\u2019s and authors\u2019 knowledge; however, the publisher and authors can accept no responsibility for the accuracy or completeness of such information or for loss or damage caused by any use thereof.<\/p>\n\n\n\n<p>Unless otherwise noted, the source for all data cited regarding financial advisors in this report is CEG Worldwide, LLC. The source for all data cited regarding business owners and other professionals is AES Nation, LLC.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We find that the affluent want to work with the best professionals in all areas of their lives\u2014especially when it comes to the areas of personal and business financial management. Unfortunately, there are a plethora of different financial professionals seeking to do business with you. Identifying \u201cthe best\u201d for you can feel like a herculean [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":3769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Makes an Elite Wealth Manager Elite, Exactly? - Fusion Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fusionwm.com\/three-reasons-life-insurance-should-be-part-of-your-wealth-plan-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Makes an Elite Wealth Manager Elite, Exactly? - Fusion Wealth Management\" \/>\n<meta property=\"og:description\" content=\"We find that the affluent want to work with the best professionals in all areas of their lives\u2014especially when it comes to the areas of personal and business financial management. 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