Clients want an actively traded portfolio that provides low risk with high yields. That’s exactly what advisors who work with POM Planning are able to offer. Our managed money platform is time tested and is built to earn above average returns without the risk typically associated with a portfolio made up of stocks, mutual funds, and bonds.
What do clients want with actively managed money?
Low riskand possibly muchhigher yields over a 5, 10, 15+ years. That’s exactly why POM Planning was created. To offer clients a different type of money-management platform that reaches for above-average returns without the risk typically associated with a portfolio made up of stocks, mutual funds, and bonds.
Most investors has a decent ride the last 10-years. With the Coronavirus crash, it reminds investors how poorly they did during the lost decade when we had two huge stock-market crashes.
The 20-year returns of the average investor illustrate how poorly the average investor does over time (4.25% for the average investor going back 20-years) (See the 2020DALBAR study).
Summary—If you want to put forth a money-management platform to your clients that fits in well with the mind set of not going backwards* in down markets and generating significant returns in an up market, you should click here to learn more.
Sign up NOW to learn more—if you would like to learn more about how you can use POM Planning’s unique money-management platform to help you grow your business, earn more income, and provide better services to your clients, please click here to fill out a request-for-more-information form.