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CLIENT ENGAGEMENT

Build client trust

Acquiring, engaging and retaining clients is key to the growth and sustainability of your business. Explore BlackRock’s collection of resources, designed to help advisors strengthen relationships with their clients by building trust.
Help clients stay on track during volatile markets

With your coaching, clients can overcome the emotions and behavioral biases that often derail investors from their financial goals.

Build trust with women investors

Many women are solely responsible for their finances or the breadwinner for their family. Learn how you can effectively support women investors and empower them to take control of their financial futures.

Safeguard clients’ health and wealth

As clients age, it is important that they account for how their health may impact their finances. Ensure clients have a financial plan and key documents in place to cover health concerns and secure the longevity of their wealth.

Teach investing basics to help clients become confident investors

Financial jargon is often the biggest hurdle to getting individuals invested. Use our resources to simplify investment concepts for your clients.

Maximize Social Security benefits for clients

Social Security benefits play a vital role in retirement income. Help clients develop a collection strategy aimed at maximizing their lifetime Social Security benefits.

Guide clients toward a fulfilling retirement

Retirement planning isn’t just about money. It‘s about well-being, which can best be achieved through a holistic and personal approach. Use our resources to help clients make the most of their retirement years.