Financial Advisors and Subject Matter Experts need help when their clients ask how they can invest in non-traditional assets. Nothing is more frustrating than recommending a custodian to your client only to find that your recommendation provided awful service. It’s a direct reflection on you and can detrimentally impact a relationship you’ve worked hard to maintain.
iPlanGroup knows just how important those relationships are to you, which is why we’ve implemented our “Rapid Response” guarantee to financial advisors and gurus.
Our Rapid Response guarantee ensures your clients receive excellent service as well as expeditious funds transfer. With a live answer policy and on-staff professionals, we’ll walk your client through each step of the process, lending the helping hand other firms won’t.
Next time one of your clients asks about a non-traditional investment, consider offering them an option that gives them more investment choices. Talk with an iPlanGroup professional today and see for yourself what your clients will experience.
Free Strategy Session
Are you ready to take the next step with a self-directed IRA?
A free strategy session with our team includes a review of your questions, retirement goals and self-directed IRA account options.