CONVERSATION STARTERS

Prepare for client conversations

Leverage our resources to increase clients’ investing acumen, facilitate key discussions and create action plans for both the expected and unexpected. Explore the library below to find the right resource for your next discussion.

Boost client trust and loyalty by helping clients:

Navigate markets
Navigate markets
Build trust by offering sound investment advice in all markets.
Set a retirement foundation
Set a retirement foundation
Boost confidence in retirement income and Social Security decisions.
Prepare for life events
Prepare for life events
Keep them on track through life’s twists and turns.
Get organized
Get organized
Establish goals and bring order to their financial foundation.
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Diversification can feel disappointing
Clients often experience “S&P Envy” when comparing their portfolio to the stock market. Help clients see past their emotions and embrace the diversified portfolio.
Diversification can feel disappointing
Win more by losing less
While many clients focus on capturing returns in a bull market, limiting a portfolio’s returns during a downturn has a bigger overall impact across market cycles. Explain this critical lesson for long-term success.
Win more by losing less
Investing with emotions can be costly
Following emotions through a market cycle often leads investors to follow the “herd,” resulting in buying high and selling low. Guide clients to make investment decisions based on convictions, not emotions.
Investing with emotions can be costly
Withdrawal rates
The amount of money clients withdraw in retirement may affect how long their portfolio lasts. Help clients find the right balance to meet their short- and long-term needs.
Withdrawal rates chart
Sequence of returns
When clients are saving money, average return is a good indicator of how well they’re doing against their goals. However, when they start to withdraw money in retirement, both volatility and sequence of returns matter more than average returns.
Sequence of returns
Protect against “dollar cost ravaging”
While investors spend years learning what the right portfolio is to accumulate wealth, they often overlook the changes needed as they enter retirement. Educate clients on the importance of downside protection to sustain their lifestyle through retirement.
Protect against “dollar cost ravaging”
Protect your wealth
As investors age and their finances become more complex, it becomes critical to have financial plans and legal documents in place. Ensure your clients’ wishes are known, documented and safeguarded.
Protect your wealth
Your wealth. Your goals.
Everyone’s goals are different, whether it be saving for retirement, independence or traveling around the world. Better understand clients’ goals to establish the right financial plan.
Your wealth. Your goals.

Want more ways to engage clients?

Grow through behavioral coaching
Grow through behavioral coaching
Demonstrate your ability to help clients confidently navigate the ups and downs of the markets and their emotions.
Connect with women
Connect with women
Help female clients define what wealth means for them and build a solid foundation.
Incorporate Social Security
Incorporate Social Security
Instill confidence while seeking to maximize clients’ benefits.
Need more historical market perspective?
Leverage our monthly Student of the Market charts to share key market and portfolio insights with your clients.
Student of the market