Using aggregation an advisor can 1) Calculate a client’s true net worth 2) calculate their share of wallet i.e. the % of a client’s financial life they oversee 3) Calculate your clients cash flow and expenses.
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There are 3 keys to entering the kingdom of held-away accounts, says Quovo’s Niko Karvounis
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The three categories discussed here — net worth, share of wallet and expenses — are only the tip of the iceberg when it comes to the value of account aggregation. When it comes to financial planning success, knowledge is power.
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