video by BMO Global Asset Management
Replay Market Monitor – Evaluating Opportunities and Risks
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Client Experience
Market Volatility Amid COVID-19 Resource Guide
In this turbulent market, clients seek guidance about what’s happening to their investments. Help your clients prepare their portfolios during the coronavirus pandemic through this exclusive resource guide of timely market insights and commentary. We’re here to help support your business and your client conversations during this challenging time.
Client Relationships
Positioning yourself as a behavioral coach
While there is plenty of economic upside to the specialization required of modern life, one downside is that hyper-specialization can lead to siloed thinking. For a psychologist like me, the hammer that I have (an understanding of the power of behavior) can lead me to see behavioral “nails” everywhere, even in places where they may not truly exist.
Business Development & Planning
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
This piece is approved to use with clients.
Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.
Client Experience
Market Downturn: Progress Report
This piece is approved to use with clients.
With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Human Capital
SPDR Masterclass: Managing Your Team in a Sustained Crisis
While it may feel like there is no end in sight to the COVID-19 pandemic, we know that it will not last forever and that we will, eventually, begin to build a new “normal.” Brie Williams, Global Head of Practice Management for SPDR® ETFs, continues her partnership with Leo F. Flanagan, Jr. PhD, and Roger Sherman, PhD, to bring you the next module in our virtual SPDR Masterclass series, which we began by examining how we can learn to identify, manage and reduce stress in our lives.
Client Experience
How Do Clients Really Feel About Model Portfolios?
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Some advisors worry that outsourcing portfolio management might hurt their value proposition. Our research suggests that using model portfolios may actually boost client satisfaction.
Client Experience
Model Portfolio Solutions and the Client Experience
This piece is approved to use with clients.
Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group, a team that manages money for central banks, pension funds, sovereign wealth funds, endowments and other large institutions. The team pursues a range of investment outcomes to provide diversification opportunities across a variety of asset classes and risk profiles.
Client Relationships
Delivering Impactful Client Review Meetings
What Are Our Clients’ Expectations?
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!
