The Classroom
We believe strongly that education can improve long-term investment success.
The investment world can be confusing and intimidating for clients. We all should have received a course in school about investing to help us understand it better. Most of us never did.
So we created some short videos to help clients become more successful investors. They address some of the basics of investing, financial planning, and the value that financial advisors can provide.
The information provided is:
- clear and concise—anyone can understand it
- objective—the goal is to educate, not sell
Feel free to share these videos with your clients.
Introduction
May 3, 2016
Make It Personal
May 3, 2016
Identifying Your Target
May 3, 2016
Understanding Risk
May 3, 2016
The Importance of Saving
May 3, 2016
The Value of a Good Advisor
May 3, 2016