For Your Clients

If your adult children return home, you will need a plan to help them get back on their feet. That process begins with having an adult-to-adult conversation

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.

Related Content