Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential.
Upcoming opportunities
In this article, we discussed the importance of keeping a comprehensive view of the types of investments available to your clients and re-evaluating their investment strategy so they can take advantage of potential market opportunities.
In the coming days, some of you will be receiving a list of clients with more than $25,000 in a high interest savings account (HISA) via secure messaging in the Advisor Centre. This is a great opportunity to re-evaluate their needs and address the possibility of integrating markets by transferring some of their assets to segregated funds.
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Contact your clients! This toolbox contains everything you need to help your clients reassess their needs. 👇
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