Client Conversations
Client Conversations is a robust library of articles that financial professionals can easily share to engage and educate clients.
Monthly Touchpoints
| Q1 | January Investment Fundamentals Help clients start the year off right with timeless investment truths |
February 2021 Contribution Limits & IRAs Help clients make the most of this year’s contribution limits and ask if they need help with a 401(k) rollover |
March Time to Tackle Taxes As tax season heats up, help clients understand capital gains and how municipal bonds may help lower their taxes |
| Q2 | April Financial Literacy Month: Get Organized Make it easier for clients’ loved ones to find important financial documents and get rid of financial clutter |
May Fixed Income in Focus Diversification is just as critical for fixed income as it is for equities |
June Establish a Firm Financial Foundation Provide sound financial guidance for new graduates |
| Q3 | July Think Beyond CDs to Beat Inflation Review your book for CDs coming due and help clients consider their options |
August Financial Aid & Student Debt Families can begin applying for student aid on October 1—help them start now |
September Prepare for Volatility October has historically been one of the stock market’s most volatile months, so prepare your clients now |
| Q4 | October Medicare and HSAs Medicare enrollment begins on October 15—help clients start now |
November Envision Retirement Help near retirees understand what an 8,000 day retirement could look like |
December Tax-Loss Harvesting Help clients understand the potential benefits of tax-loss harvesting |
Client Conversations makes it easy for financial professionals to share timely and relevant content with your clients. Remember to follow your firm's policies about sharing content with clients before using this content.
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