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Client Conversations

Client Conversations is a robust library of articles that advisors 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

2020 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

Plan for Volatility

October has historically been the stock market’s most volatile month, so prepare your clients for volatility now

Q4

October

Medicare and HSAs

Medicare enrollment begins on October 15—help them 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

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Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.

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