Professionals Who Can Grow Their Businesses with Self-Directed IRAs

Did you know Americans have over $7 trillion in their individual retirement accounts? For many investors, advisors are an important part of developing a financial strategy that helps them meet their goals. But even with careful planning, sometimes clients find that their investments are underperforming, or they may be interested in diversifying their retirement portfolio. This creates an opportunity for you to grow your business, as well as your client’s portfolios by providing information about investing with self-directed IRAs (SDIRAs) . 

Self-directed retirement accounts can unlock the true potential of retirement wealth within your network of clients and prospects. With an SDIRA, your clients can invest in a wide range of alternative investments, like private equity, precious metals, real estate, and much more. 

At Entrust, we’re dedicated to helping advisors understand the opportunities that are available with SDIRAs, so they can share them with their clients. Learn more about this powerful option for portfolio diversification through our educational resources and our B2B program . When you join our B2B program, you can expect to:

• Generate more referrals, leads, and repeat business

• Stand out from the competition

• Become an even more valuable resource for your clients

• Add value to your existing relationships

To give you a better understanding of the benefits, here are 2 types of financial professionals who can grow their business by introducing SDIRAs as an investing strategy to their clients:

1. Advisors and Financial Professionals

The 2007-2008 financial crisis left investors, especially baby boomers, worried and even weakened. The added uncertainty brought on by the COVID-19 pandemic amplified these feelings, impacting every generation of investors. This volatility means more investors are looking for innovative ways to grow their portfolios. With self-direction, you can offer your clients a way to expand their investment opportunities, resulting in a more resilient portfolio. 

Whether you’re a Financial Advisor, RIA, or CFP, we know your goal is to help your clients have a successful financial future, and that’s why we have created our B2B program. You can boost your practice, gain new clients and referrals, and position yourself as a trusted resource as you grow your knowledge of self-directed retirement plans. Providing your clients with quality investment options available through an SDIRA is a wonderful way to differentiate yourself from your competition.

Learning about SDIRAs means that you will be ready to answer questions your clients might ask you, such as:

• It doesn't look like I'll be reaching my goals with my current portfolio. What are my options?

• What options are available to my beneficiaries? 

• How can I potentially get a higher return on investment?

When you are equipped to answer these questions, you will be able to build credibility with your current clients and attract more clients to your practice. 

2. Investment Issuers

A growing amount of capital is flowing from the traditional investment institutions to alternative investment institutions and marketplaces. Consequently, savvy investors are becoming more interested in using their retirement accounts as a funding source for those types of investments. This shift has opened up amazing opportunities for businesses to raise more capital faster with the help of SDIRAs.

To make funding easier for businesses, we launched Entrust Connect , our online investment platform. It allows you to raise capital by featuring the ability to invest in your offerings using IRAs. Entrust Connect also gives your business exposure to our client base of over 22,000 investors and provides streamlined access to additional funding sources to help you reach your funding goals more quickly. When you feature your offering on Entrust Connect, you have the opportunity to reach exclusive investors and differentiate your offering from the rest. 

The process is simple, fully automated, and transparent. Register and invite your investors to invest in your offering with an SDIRA at Entrust, at no cost to you. You get the funding you need faster, and your clients have the opportunity to use tax-advantaged accounts to grow their retirement portfolios. It’s a win-win.  

How Entrust Helps Professionals and Their Clients

Entrust’s 40+ years of experience in the retirement industry has made us the pioneers in self-direction. With access to our educational resources and SDIRA services, you and your clients have the opportunity to leverage alternative investments with tax-advantaged accounts and benefit from strategic portfolio diversification. Our team understands the self-direction process firsthand and we are here to help you explore your options.

Entrust professionals are regularly examined to ensure compliance with current state and federal banking requirements, as well as industry best practices. Education is a core value at Entrust, and our staff participates in regular educational training to ensure we are up to date with the newest regulations and most recent retirement industry information. Each member of our eligible staff holds the Certified IRA Services Professional (CISP) designation, and we even host a bi-annual IRA Academy to train professionals from all over the country on the latest IRA regulations.

Entrust is an SDIRA administrator. This means that we do not sell or promote any products or investments. We do, however, regularly develop educational resources that you can take advantage of as you start nurturing and reaching out to your clients. We have created these tools to help you grow your business and to allow your clients to diversify their retirement portfolios by investing in assets they know and understand. Ready to begin helping your clients to diversify their portfolio? Get started by registering for our Entrust Advisor Portal today.