Go beyond product materials with Sound Strategies. Our library of engaging, digestible client-approved content boils down important financial concepts into an easy-to-understand format.
30 unique presentation ideas to help clients reach their goals
Top Sound Strategies
Our sales teams can share the ways financial professionals utilize these most-asked-about Sound Strategies to guide client conversations.
Diversified portfolio avoids extremes
Show clients how investing in a diversified portfolio can help them steer clear of the extreme highs and lows of the market.
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Putting market declines into perspective
Show clients the percent change of the S&P 500 Index for each bull and bear market since 1946.
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Measuring the true cost of inflation
Show clients how a good benchmark for developing your inflation rate assumption is the Consumer Price Index (CPI) measured over a longer period of time.
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More client conversation starters
Our toolkit shows the complete list of over 30 Sound Strategies that you can use to expand your influence with clients.
View the toolkitThese are only a few of our client resources
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View the libraryFor financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.
DOFU 10-2023
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