These are advisors describing their own client conversations, in their own words. Trust built, tax bills avoided, referrals earned, and the confidence to open a conversation they used to leave alone.
“In one week, Grantd took me from zero to a full picture of a client's awards. In our last meeting, he told me I'd shown him blind spots he hadn't seen before — Grantd surfaced one of them. That conversation also brought in his wife's IRA.”
“Two good conversations led to introductions to other executives inside those companies. That is the secret sauce: the referrals.”
"Using Grantd, we were able to educate our client on the importance of tax lot selection when it comes to selling equity holdings. The client sold shares to pay off debts while minimizing capital gains."
“I ran a joint call with a client and their CPA with Grantd pulled up, then followed up afterward. I felt more confident with the tool. I came across more professional and more helpful, I had more to show, and together we worked out what to do.”
"A high-earner at a large publicly-traded company in his twenties, compensated in seven figures, was drawn in by Grantd. It digested his spreadsheet very quickly, and that caught his attention."
“Advisors usually do not have a clue where to start with equity. This tool gives you a way to put your arms around it, and then it helps the client understand what they have.”
“It has helped with client retention. Before, equity was something we noted and moved past. Now it is a productive conversation about the future.”
Quotes are drawn from Grantd advisor focus groups and interviews. Statements have been edited and, where necessary, paraphrased for clarity and brevity while preserving the substance of the advisor's feedback. Edward Jones Ventures is an investor in Grantd.
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