A Total Financial Solutions Provider
Dynamic Investments will enable Financial Advisors of the future to offer total investing solutions that contain the following components:
Education in the use of Dynamic Investments
Recommending appropriate DIs and/or DI-based portfolios (refer to the DI Products area of the NAOI site)
Offering more comprehensive financial planning education to clients for topics such as savings plans, budgeting, tax planning, retirement plans, social security benefits, insurance, wills, trusts and more.
Bringing together a group of financial specialists and resources (including Web sites) to build a financial "team" for each client
This will be a world in which investing and financial planning will be separate products. Investment advice will be far simpler than it is today. Advisors, or even individuals, will be able to select powerful Dynamic Investments from a "catalog" developed by companies such as the NAOI and others. Not needed will be the effort to determine each individual's risk tolerance level or to sift through reams of market data and analysis to make investment recommendations. DI's let "the market" make buy and sell decisions automatically. The time freed up will go into the second component of what an advisor sells; namely financial planning and this is what the public needs most.
The NAOI sees the role of the Financial Advisor of the future as being that of a total financial solutions provider and a one-stop shop for an individual's financial needs.
Individual investors will be able to clearly see the value-added by an advisor in this role and be willing to pay for this service; unlike the expenses they pay today for items such as "fund management fees" for which they so no value whatsoever. Individuals who have been trained by the NAOI know that no study has ever shown that increased fund expenses correlate positively with increased fund performance.
Select DIs from Catalogs