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Sound Strategies

30 unique presentation ideas to help clients reach their goals

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.

Top Sound Strategies

Our sales teams can share the ways financial professionals utilize these most-asked-about Sound Strategies to guide client conversations.

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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.

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These are only a few of our client resources

Contact us for even more tools on a variety of topics.

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Looking for more to share?

We offer a full ideas & tools library to help keep clients engaged.

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For 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