Advisor to Client

Financial Planning

Planner: Celebrity budget session

Here are some ideas for an event to help connect the planning dots about budgeting with clients and prospects.

April 14, 2014

2 min read

Investing

Email Your Client: Reach out to a young prospect who’s a good saver

Here’s some sample wording you can use in a client email aimed at connecting with a younger investor or prospect who’s shown real prowess in savings and displayed interest in investing.

April 14, 2014

1 min read

Investing

Planner: Silent auction, a post-budget training reward for young investors

Here’s an idea for a fun event you can use to follow your Celebrity Budget workshop. Or you can simply hold the event on its own to create a networking opportunity for younger investor clients.

April 14, 2014

2 min read

Investing

Presentation: Investment portfolio components

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow about which elements go into an investment portfolio – and why. The slides are designed to help you educate newer investors and young prospects. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

April 14, 2014

2 min read