For most advisors, rebalancing is an area of wealth management that doesn\u2019t seem to fit with everything else they do. Clients are advised to look at their finances holistically. Rebalancers mostly work with single-managed accounts. It\u2019s a systemic disconnect that we\u2019ve all had to deal with. Fixing that disconnect could be key to expanding the business.<\/p>\n\n\n\n
Blueleaf now has a rebalancer that bridges the disconnect of traditional rebalancing systems. Now the advice advisors give can be aligned with the way they manage assets. Blueleaf has a rebalancer that works at the household level.<\/p>\n\n\n\n
No one else has this. Those are words that are often spoken but rarely proven. You can take our word for it on this one. We spoke with hundreds of advisors and researched dozens of software applications. There just aren\u2019t many tools out there that can reliably rebalance portfolios containing multiple accounts. <\/p>\n\n\n\n
What clients really care about is a way to holistically manage wealth across their household. Our rebalancer can apply a single model across multiple accounts and optimize the assets in each but coordinate to a unified target. Do you have a tool that can do that now?<\/p>\n\n\n\n
Visualize this from a growth perspective. No one else has it. That gives you a competitive advantage right away. Internally, the ability to rebalance an entire household can lead to clients trusting you with more assets, referring friends, and bringing additional family members under your management umbrella. Used properly, this new holistic rebalancing becomes a differentiated service and a growth engine.<\/p>\n\n\n\n
The term \u201cholistic wealth management\u201d has been in use for decades. Until now, it\u2019s never been fully realized. Advisors can give advice based on holistic principles but have been unable to follow those up on the asset management side of the equation. With the Blueleaf rebalancer, the time has finally come where true holistic wealth management is possible to deliver at scale.<\/p>\n\n\n\n
Financial recommendations are more meaningful when they incorporate accounts that the advisor doesn\u2019t directly manage. It shows the client that you have a full grasp of their situation. That encourages them to expose you to more of their outside assets. By offering advice on those assets, deliver better results for your clients and gather more assets for your business.<\/p>\n\n\n\n
CFP\u00ae who are not investment-focused will appreciate our new rebalancer because they treat the financial plan as the guiding light for the entire investment process. The ability to view and rebalance all accounts together helps them reduce trading, lower trade costs, and minimize tax liabilities. That\u2019s what their clients are paying for.<\/p>\n\n\n\n
Asset managers also benefit from lower trading costs and minimized tax liability for their clients. In particular, asset managers will love the value they can deliver via better asset location across accounts. Higher return, less tax efficient assets are bought within tax preferred accounts while lower return, more tax efficient assets can be placed in taxable accounts.<\/p>\n\n\n\n
All this is possible with holistic household-level rebalancing. Blueleaf has it. Financial planners and asset managers can both benefit from it. Call one of our coaches today to get connected. <\/p>\n\n\n","protected":false},"excerpt":{"rendered":"
For most advisors, rebalancing is an area of wealth management that doesn\u2019t seem to fit with everything else they do. Clients are advised to look at their finances holistically. Rebalancers mostly work with single-managed accounts. It\u2019s a systemic disconnect that we\u2019ve all had to deal with. Fixing that disconnect could be key to expanding the…<\/p>\n","protected":false},"author":2,"featured_media":7051,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[118],"tags":[37,51,119],"class_list":["post-7050","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-rebalancing","tag-client-communication","tag-financial-advisor","tag-rebalancing"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7050","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7050"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7050\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7051"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}