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.
One advisor identified $2,078,000 in awards for a client and gathered an $800,000 IRA after Grantd revealed three blind spots.
Another presented a Grantd tax model to a client holding $1M in options, who then transferred $400,000.
A third uncovered RSU tax issues the client and their CFA spouse had missed, and $280,000 followed.
“In one week I went from zero to $2,078,000 in awards identified for a client. In our last meeting he told me I had shown him three blind spots, and Grantd surfaced one of them. We also brought over his wife's $800,000 traditional 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 a quarter of a million shares and showed zero gains by picking the rights lots and used it to pay off debts.”
“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 Cisco employee 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.”
“Grantd lets me have a very specific conversation with a client. That gives me a fuller view of the shares they actually own, and more that I can advise on.”
“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. Lightly edited for clarity; names withheld.
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