Find out how you can build trust and increase client satisfaction, which often lead to stronger retention and a greater number of referrals.
Build Your Own Client PDFs
Our Build Your Own PDFs allow you to customize each piece to use with your clients. Download the Build Your Own guide below to learn how to customize these PDFs.
Smart things to do (that many won’t) in a down market
Five tactics to coach your clients to take in a market downturn.
Build your own guide
Foundational instructions and examples of how to customize the build your own pieces.
Volatile markets: Don't rely on headlines for guidance on when to invest
Show clients why, historically, waiting for positive news to invest has been counterproductive.
How rebalancing can reduce your risk
Help clients understand the relationship between risk and potential portfolio investment gains.
Rebalancing: The diversification defense
Show clients how rebalancing can help their portfolio weather volatility.
Understanding market downturns
Help your clients gain a better understanding of market declines and how to best respond to them.
Remember: Recoveries have rewarded patience
Share this piece with your clients to help them understand the benefits of a long-term investing strategy.
Disclosures and footnotes
The information provided is for general information and educational purposes only and is not directed to any investor or category of investors. No information contained herein should be regarded as a recommendation to engage in or refrain from any investment-related course of action, and is not an undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. Individual investors, should consult with a financial, legal, tax, or other personal advisor about whether any investment strategy, product, or service described may be appropriate for your individual circumstances.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. While we believe the information provided here is reliable and accurate it should not be assumed to be complete. The views and strategies presented may not be suitable for all investors.