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Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
This piece is approved to use with clients.
Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!
Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Client Experience
Rethink How to Win Executive Investors: The surprising impact of gender on engaging HNW breadwinners
This paper shares the results of HNW executive investor survey and highlights how gender stereotypes don't apply to this powerful group of investors.