How To Achieve Objective Index Ratings and Forecasts

How do you, as an advisor or investment professional, select the best products for your clients?

Have you thought about what makes clients believe that you are always looking out for their best interest?

In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can help you strengthen your client services.

Laurence highlights how his organization provides advisor-related unbiased index ratings and forecasts and breaks down how these elements act as resources to support client investment decisions according to their individual goals.

Laurence discusses:

• Why he created The Index Standard®
• Benefits of a diverse portfolio that goes beyond the S&P 500
• Using risk control as a mechanism to deliver stable returns and lower drawdowns
• Three methods the firm uses to deliver acceptable indices to advisors and their clients
• Why Laurence refers to their services as “approachable finance”
• Best practices for advisors looking to choose and understand indices for their clients