Advisor to Client

Planner: Celebrity budget session Fallback Image Decorative pattern

Financial Planning

Planner: Celebrity budget session

Here are some ideas for an event to help connect the planning dots about budgeting with clients and prospects.

April 14, 2014

2 min read

ਇੱਕ ਬਾਂਡ ਕੀ ਹੁੰਦਾ ਹੈ? Fallback Image Decorative pattern

Investing

ਇੱਕ ਬਾਂਡ ਕੀ ਹੁੰਦਾ ਹੈ?

What is a bond?

By ਸਟਾਫ਼ |April 14, 2014

1 min read

Email Your Client: Reach out to a young prospect who’s a good saver Fallback Image Decorative pattern

Investing

Email Your Client: Reach out to a young prospect who’s a good saver

Here’s some sample wording you can use in a client email aimed at connecting with a younger investor or prospect who’s shown real prowess in savings and displayed interest in investing.

April 14, 2014

1 min read

Planner: Silent auction, a post-budget training reward for young investors Fallback Image Decorative pattern

Investing

Planner: Silent auction, a post-budget training reward for young investors

Here’s an idea for a fun event you can use to follow your Celebrity Budget workshop. Or you can simply hold the event on its own to create a networking opportunity for younger investor clients.

April 14, 2014

2 min read