Tax season is over, for now, and summer’s around the corner. Why not have fun with your clients, while reminding them you’re still thinking about their financial wellness?
From fantasy investments like a rare violin, to sound advice from a famous fictional father, these features dispense financial knowledge with a light touch.
Use these articles from Advisor To Client to keep the conversation fresh:
Email these stories to clients, or share with the site’s Twitter and LinkedIn buttons. You can also kick it old school and print them out.
Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.