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Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
This piece is approved to use with clients.
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
This piece is approved to use with clients.
Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Business Development
Envestnet Advisor Award Winners: Putting Principles Into Practice
Three advisors describe how they translate their values into powerful advice and consistent, thoughtful service for clients.
Goals/Needs-Based Investing
Getting back on track: A guide to smart rebalancing
Our research team reviewed the benefits of rebalancing, analyzed the impact of different rebalancing frequencies and thresholds, and developed strategies to minimize rebalancing costs.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
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.