Client Service Connect with female clients
Female clients are key to a practice — they control a large portion of US wealth. Connect with female clients using our Your Prosperity Picture client workshop.
Client Service
The income-ing age
The economics of retirement distributions
Why do successful “accumulators” outlive their money? Because the investment rules change in retirement. Dr. Moshe Milevsky, Executive Director of The Individual Finance and Insurance Decision (IFID) Centre, studied the critical factors that lead to success or failure in retirement and distilled them down to three factors. Invesco Global Consulting then partnered with Dr. Milevsky, simplified the research, and created simple, persuasive communication tools designed for financial professionals to use with investors.
Related insights
Client Service How to tell your story to prospective clients
To win new business, your story needs to be concise, compelling, and consistent, and told with conviction and skill. Learn how to do that in our "How to tell your story to prospective clients" program.
Client Service Implementing an impactful succession plan
Acquiring and retiring financial professionals need a clear concise communication strategy for clients. Learn how to create a succession plan in this program.
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