For Your Clients

Be prepared to mount a strong case that you deserve more money. And don’t get emotional when discussing money with your employer

By IE Staff |

Helping your clients understand basic financial planning and investing concepts can go a long way in deepening your client relationships. Investment Executive is happy to lend a hand with plain language, one-page PDFs that you can pass on to clients.

From your computer, click on the image below to download and save the PDF and distribute it to your clients.

For a complete list of From Your Advisor topics, click here.


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