A strategist’s value lies in their knowledge, but more importantly, their focus. Strategists have the luxury of “sitting in a room” all day and thinking about the market and their investment strategy. Financial advisors don’t often have that luxury. Your time is filled with client calls, prospecting activity, and account management.
That’s why it’s important to use your strategist partners as a fast-track resource for market insight. And I don’t mean reading their commentary.
We think advisors should get in the habit of reaching out to their strategist partners with any timely question about the market, and more specifically, their specialization within the market.
For example, we are a fundamental investment manager with a deep focus on market pricing and sector valuation. An advisor could easily leverage us as a resource for sector, fund, or stock valuation. Being a smaller, more focused firm, advisors don’t have to go through layers of our organization to speak with the people who actually manage our portfolios.
This accessibility can greatly reduce market research time, getting you back to managing clients and growing your business.