Sponsored: Unlocking Value – How Non-Cash Investment Opportunities May Drive Client Growth and Enhance Adviser Practices

By RJ Johnson, vice president of business development, Tri-Land Properties Inc.

For financial advisers, non-cash investment opportunities present a distinctive way to enhance client portfolios without disrupting their existing strategies. This approach offers an additional channel to boost returns while allowing clients to maintain their financial strategy.

For registered representatives with transactional businesses, such as those working with Delaware statutory trust clients, non-cash investment structures offer a unique opportunity to re-engage with past clients or lost opportunities. Representatives can rekindle relationships and offer value without altering the client’s broader investment strategy by providing a compelling investment idea that doesn’t require changes to their advisers or portfolio structure. This flexibility makes non-cash offerings especially appealing for those managing a transactional book of business.

A Non-Cash Investment Structure

A non-cash investment offering allows clients to pledge a portion of their existing stock or bond portfolios as collateral without liquidating them. This structure enables clients to add yield to their portfolios without disrupting their financial strategy. Asset managers can increase investor returns, and representatives managing DST transactions can reconnect with clients by offering a fresh opportunity that doesn’t require managing money. To see how it works in action, watch this video.

Three Reasons to Consider a Non-Cash Investment Offering

1. Re-engage with DST or Transactional Clients: Non-cash investment offerings provide an opportunity to reconnect with clients, especially those involved in single-transaction investments like DSTs. It’s a chance to offer them a new option without altering their broader portfolio structure.
2. No Disruption to Client Strategies: The strategy operates by pledging collateral rather than liquidating assets, ensuring that clients’ portfolios remain intact. There’s no need for margin accounts or any additional payments, making it seamless for clients to take advantage of this opportunity without changing their strategy.
3. Strengthen Client Relationships: Offering non-correlated investment opportunities may provide additional value without requiring a change in strategy. Clients can enhance their returns while maintaining the integrity of their original investment approach.

Closing Thoughts

Non-cash investment options can be a valuable tool for financial advisers and asset managers seeking to provide clients with additional growth opportunities. This approach delivers flexibility and efficiency without disruption to current strategies. By incorporating non-cash investments into your offerings, you can build stronger relationships, re-engage clients, and enhance portfolio performance – all without altering the foundation of your clients’ financial plans.

RJ Johnson has over 20 years’ experience in building processes, assembling teams, and scaling companies resulting in bottom-line growth. He serves as the vice president of business development for Tri-Land Properties. Johnson brings an entrepreneurial background and has experience working for both private and public companies in the banking sector.

Tri-Land Properties is a sponsor of AltsWire, and the article was published as part of their standard directory sponsorship package.

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