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Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!
Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Fixed Income Insights
The Federated Approach to Managing Fixed-Income Investments
Federated believes that optimum results in fixed-income products are best achieved through a traditional value-based approach, using fundamental analysis with teams focused by sector to extract value from each step.
Business Development
Prepare Your Practice for the Power of Women
This advisor presentation will help you learn more about the financial power women are wielding today—and how their power is expected to grow in the future. As women gain more financial responsibility, your practice needs to be ready to serve their needs. Explore new ways to position your practice for this future growth opportunity.
Business Development
Integrating Social Media Into Your Digital Marketing Strategy
Learn how you can fit social into your marketing plan and use it effectively.