AdvisorToClient
Planner Archive

Planner: Proven rising-rate protection

Traditional bond strategies, with longer than average durations, may offer investors little protection against declining values during a rising interest-rate environment. How can you make the most of your fixed-income allocation now, and in the future?

Investing

Planner: Silent auction, a post-budget training reward for young investors

Here’s an idea for a fun event you can use to follow your Celebrity Budget workshop. Or you can simply hold the event on its own to create a networking opportunity for younger investor clients.

Investing

Planner: Celebrity budget session

Here are some ideas for an event to help connect the planning dots about budgeting with clients and prospects.

Financial Planning

Planner: Conduct productive retirement meetings

Here’s a timeline for the sequence of retirement meetings. Try it with your clients.

Financial Planning

Planner: Which beneficiary do you call?

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

Financial Planning

Planner: Budgeting seminar

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

Financial Planning