Transfer-In Program for Advisors

Your clients' physical metals are invisible to your practice

High-net-worth households hold an average of 4% of their wealth in unmanaged physical metals —uninsured, untracked, and off your AUM. We’ll show you how to bring it in.

Includes complimentary Advisor Toolkit — unlocked after your meeting

$2.4T

Estimated unmanaged U.S. physical metal

4%

Avg. HNW household allocation to physical

20 min

To complete your transfer protocol review

Turnkey

Compliance-approved
client outreach kit

AUM leakage calculator

What is your practice missing?

Enter your practice details. Most advisors are surprised by what comes back.

Total AUM under management

$200M

Number of HNW clients

80 clients

Your advisory fee (%)

Hidden metal estimate

$8M

Missed annual revenue

$80K

10-year practice value loss

~$960K

Based on Reik Research: HNW clients typically hold 3–5% of wealth in unmanaged physical assets. 10-year figure applies a 12× practice valuation multiple to annual missed revenue.

Free white paper

GBI Wealth Research · 2026

"Is It Too Late?"

Trey Reik — GBI Economist, 20+ years in gold markets & monetary policy

With U.S. debt-to-GDP at historic levels and central bank gold accumulation accelerating for a third consecutive year, Reik examines whether the structural window for physical gold allocation has closed — and what it means for your clients’ unmanaged holdings right now.

Your information is never sold or shared. By submitting you agree to receive occasional research from GBI Wealth. Unsubscribe anytime.

What you get

The Advisor Toolkit

Unlocked when you complete your 20-minute briefing.

Client Letter Template

A draft letter template to adapt and send through your firm’s compliance process — covers the transfer concept, the current macro backdrop, and what the process looks like for clients.

Transfer-in Templates

Step-by-step operational documents covering custody, logistics, and the full transfer process. Hand it to your ops team and it runs itself.

Case Study

A real completed transfer — what the advisor did, what the client situation looked like, and what happened to the AUM and the relationship on the other side.

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