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Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Market Outlooks
A view of China from the ground up
Living in Hong Kong with a view of the Chinese mainland, Capital Group portfolio manager Steve Watson has a front-row seat to the long-running U.S.-China trade dispute.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Advisor Value & Fees
Becoming a Fiduciary
American Funds provides key considerations for financial professionals when developing and documenting a plan for your practice as you move forward as a fiduciary.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.