AdvisorToClient
Presentation Archive

Presentation: Government bonds for safety

To make it easier for you to prepare meeting materials, we’ve developed these slides on how government bonds provide safety.

Presentation: Pros and cons of currency hedging

Exchange rates can improve or reduce investment returns when you convert them back into your home currency.

Presentation: Questions and answers on global investing

To help you to prepare materials for clients, we’ve developed these slide selections on global investing.

Presentation: Should you invest in residential property?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the pros and cons of residential property investment. The presentation is in a Word file to make it simpler to customize the content to your client’s needs (there is no PowerPoint).

Presentation: Investing in commercial property

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the pros and cons of investing in commercial real estate.

Presentation: Your peak earnings years

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the opportunities and pitfalls clients face when entering their peak earnings years. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier(there is no PowerPoint).

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