Advisers Corner is a dedicated section of allstarcharts.com tailored to help meet the needs of Financial Advisors. Designed to help you save time, improve portfolio performance and assist with client communications by cutting through the noise, Advisors Corner provides you with the information you need from both an asset allocation and client relations standpoint. This service is included with our Premium Membership at no additional cost.
We have grown a large client base of Advisors from all over the world who leverage All Star Charts research, educational materials and direct access to JC Parets to help manage their client funds and relationships. We have seen a continued demand for Advisor related resources from our members and the community so we have dedicated a number of resources to expand on and develop a section of the site specifically help Financial Advisors. The new Advisors Corner brings the most valuable insights and materials for Financial Advisors to one centralized place. If you own your business our service is tax deductible and many bigger firms will reimburse the expense associated with our Premium Membership as it provides substantial supplemental tools to help you enhance your business and succeed.
Resources to Help You Foster Relationships
- Easy to follow step-by-step Top/Down Global Macro Analysis
- Multi-timeframe view of US and Global Stock Markets
- Education and ongoing analysis of the relationship between Stocks and Bonds
- Education and ongoing analysis of Sector Rotation Techniques
- Current stock trade ideas for all time horizons (long-term, intermediate and short-term)
- Simplified summaries related to market behavior and complex concepts designed to provide advisors with a systematic communications strategy for their clients
- Conversational talking points and visuals to help explain methodology and approach to clients – see an example here
- Request custom charts and collateral to help with clients and pitches
Assisting With Client Communications
Explaining complicated matters to clients in simple form can often be challenging. This is why along with the in-depth technical analysis and strategies that are laid out we always include supplemental materials like charts and important conversation points to use while discussing markets with clients.
We have found that in most cases, less is more. Simple to understand charts and data points can be easily relayed and/or included in presentations and pitches. Major talking points and graphs with include US Stocks, Interest Rates, Bonds, Energy Prices, Major trends in Sectors, Positive developments, Negative developments, and weight-of-the-evidence based conclusions with easy to understand explanations. That’s why with Advisors Corner we are providing you with all of the above client summaries, talking points, and graphs to help you implement an effective client communications strategy.
In addition, there will be execution research provided as well. It’s not just about telling the clients what you’re doing but also about executing those strategies properly. We constantly compare various investment vehicles representing similar ideas, like the same sector or country. Here’s a shortened example:
$DXJ vs $EWJ – both Exchange Traded Funds with exposure to Japan but one is priced in Japanese Yen while the other is valued in U.S. Dollars. In other cases like Homebuilders, $XHB and $ITB both represent the same sector but they track different indexes related to homebuilding that contain different stocks. See a full example here.
Your Feedback is Always Appreciated
We are always trying to find the best ways to help our members grow, learn and help others profit from movements in public markets all around the world. Recognizing who our customers are and what their needs are, allow us to best serve you. Please feel free to send feedback and comments as it helps us prioritize our to-do list moving forward on additional content to add.