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Client Experience
Client experience for the modern financial professional
Curated content for RIAs.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Client Experience
CONNECT WITH YOUR CLIENTS
This piece is approved to use with clients.
Access our online library of goals-based educational materials for more productive client conversations.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
This piece is approved to use with clients.
Addressing the complexities of financial planning can be difficult.
Manager & Investment Selection
Beware 'greenwashing'
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Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Children & College Savings
College: the new 'debt sentence'
This piece is approved to use with clients.
At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.