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Client Experience
Advisor sponsored events in a post-pandemic world
This piece is approved to use with clients.
Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
Manager & Investment Selection
Beware 'greenwashing'
This piece is approved to use with clients.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Client Experience
Becoming a local thought leader with educational workshops
The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loyal client base that views you as a leader in financial planning.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Manager & Investment Selection
High Conviction: Creating Multi-Asset Portfolios Designed to Achieve Investors' Objectives
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.