In the face of unprecedented market volatility, the role of the advisor may be more critical than ever before. Amid client concern and anxiety, Edmond Walters, Founder and CEO of Apprise Labs, asserts that there are four proven strategies you can use to help high-net-worth clients stay on course for a successful financial future:

  1. Annual exclusion gifting
  2. Grantor Retained Annuity Trusts (GRATs)
  3. Borrowing from a Life Insurance Policy
  4. Refinancing debt

Edmond expands on these strategies in a recent article in InvestmentNews, “Four ways advisers can help clients find opportunities amid market volatility.” As we continue to experience market turbulence, finding ways to support your clients and provide solid financial advice can be a true differentiator and drive client retention and satisfaction.

Edmond Walters
Founder and CEO of Apprise Labs

Under Edmond’s leadership, Apprise Labs provides innovative and collaborative presentation tools for financial advisors to use with their clients. These tools are coming soon and will be accessible via the Envestnet platforms. Edmond spent more than 17 years in the financial services industry, advising high net worth clients throughout the United States. In 2000, Edmond founded eMoney Advisor and was Chief Executive Officer and President until 2016. Since then, he has served on several private and public company boards.

Follow Edmond on LinkedIn for additional insights.

The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

%d bloggers like this: