Field Guides
Changing the conversation
Strong client relationships start with meaningful conversations. Get started below.
Financial concerns are evolving. When clients come to us or meet with their financial professionals, the conversation is seldom just about money.
That's why we've built a series of resources to help you address the bigger picture in your client's lives.
From Social Security, to cancer concerns, to dementia and more, these topics aren't always comfortable or easy. But knowing how to guide your clients, when they need you the most, is important ⎯ and can truly set you apart. In fact, this is exactly the kind of guidance and support clients are asking for.
Eighty percent of advisors strongly or somewhat agree that a financial advisor is an important resource for healthcare costs in retirement.*
Start exploring
Discover resources to help you build deeper, more meaningful client relationships.
Social Security
What your clients need to know about Social Security.
Dementia
Findings from the MIT AgeLab to help families prepare.
Language of the Customer
Tailor your messaging to put clients first.
Coping With Cancer
How to help clients when they need you the most.
Social Media
It pays to make connections.
Medicare
Help your clients learn how Medicare works and how to make the most of their benefits.