The initiative, to be known as World Investor Week, will feature regulators around the world launching investor-focused campaigns in October
Keeping clients informed helps ensure loyalty
There are various resources in place to help clients learn more about the importance of receiving good advice that’s provided by professional, licensed advisors
Details such as greetings, introductions and evaluations help ensure your client seminars have lasting impact
Presentations educate clients, simplify the planning experience
Insufficient knowledge about investing cited as a top barrier to financial freedom