Q2 2022 Preparing for Client Meetings (Advisor Dashboard)

Summer is here and the living is easy!

We hope you find the linked resources below to be helpful this summer season when meeting with clients. 

Also, with the increased market volatility, your clients may have questions about their investments. We encourage you to prepare by reading Managing Risk in Volatile Times.

Your personalized website contains many other helpful articles on investing that you can share with clients and prospects.

Visit the E-Learning Financial Planning Centre for more information.