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. These “From Your Advisor” PDFs explain the fundamentals of exchange-traded funds, tax-free savings accounts, investment policy statements and much more.
We will tackle new topics on a regular basis. Look for updates under the “For Your Clients” tab of Tools.
For a complete list of topics, click here.