Resources and tools
Rely on us for the education, tools, and information you need to help develop better outcomes for your clients and reinforce your status as their trusted advisor.
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The age of automated investing brings the field of behavioral finance to the forefront. Biagnostics® is a proprietary process that can help you incorporate behavioral finance into your practice to create a customized client experience, add tangible value, and potentially improve client outcomes.
Access a full-spectrum curriculum of ETF tools, resources, and insights to help you build your ETF knowledge, employ ETFs in client portfolios, and better communicate the potential benefits and intricacies of ETFs.
With MindShare, learn techniques to help build long-term relationships that keep you top of mind with your clients and can naturally lead to referrals.
With MISSION 360, gain insights into the briefing and debriefing process used by elite fighter pilots and learn how you can apply the same techniques in your own practice.
Empower clients to stay the course with a portfolio construction framework that adapts to a range of risk appetites and likely investor behaviors.
Explore actionable strategies and tools to help you add women clients to your practice, enhance existing client relationships and strategically grow your practice through increased diversity.
To help support you and your practice, we offer end-client presentations on a variety of topics that include kids’ financial literacy, estate planning, college savings, social security, behavioral finance, and women’s investing. For more information or to schedule a presentation for your clients, contact your regional representative.
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