R.I.A.'s working with Cooper Wealth Strategies, LLC can add a Wealth Strategist to their team to provide expert advice to their clients for a very reasonable fee.
We work directly with R.I.A.'s to help them deliver the same level of expert tax and estate planning advice to their clients that the major financial wire houses and banks attempt to deliver. Many R.I.A.'s are at a competitive disadvantage in attracting wealthy clients because they do not have sufficient expertise in these areas.
Wealthy clients do not need professional advisors that are generalists. They need specialists that are expert in the areas in which they are giving advice. When R.I.A.'s attempt to offer the services to their clients that Cooper Wealth Strategies, LLC provides, the R.I.A.'s are often detracting from their clients' perception of their expertise. Clients ask "How can my investment advisor be an expert in investments and estate planning? Why does the advisor not concentrate in one area or the other to deliver state of the art expertise?" We help you separate the delivery of these services to your clients and strengthen your relationship with them.
While working with private wealth advisors and their affluent clients and prospects, we discovered that financial advisors need to deliver tax and estate planning expertise to secure business and strengthen relationships. Investment advice is perceived as a commodity and the investment advisor needs to provide services beyond investment advice to obtain and retain clients. Major firms have added Wealth Strategists to their offerings to meet this need.
During my tenure at Merrill Lynch, I helped financial advisors bring in more than $1 Billion of new assets under management.
Working with Cooper Wealth Strategies, LLC and my private law practice, you can deliver a one stop solution to your clients' tax and estate planning needs.