For Financial Professionals in the US

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

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Drive Deep Client Loyalty with WOW

Drive Deep Client Loyalty with WOW

Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis. Learn strategies to help you WOW your clients throughout the pandemic and beyond.

What Your Clients Need Now

What Your Clients Need Now

In a reopening economy, the ways to WOW your clients are evolving.

Referrals Refined, Part 3: The Ask and Next Steps

Referrals Refined, Part 3: The Ask and Next Steps

How to make “popping the question” less anxiety-inducing through research, preparation and practice.

Referrals Refined, Part 2: Activation

Referrals Refined, Part 2: Activation

How to transform referral sources into advocates through deliberate, personalized client experiences.

Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

A process for determining which clients are most likely to be sources of qualified referrals.

Mental Health Habits to Cultivate and Share

Mental Health Habits to Cultivate and Share

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

The Art of WOW: Meeting Your Clients’ Unstated Needs

The Art of WOW: Meeting Your Clients’ Unstated Needs

Create meaningful connections with clients by seeking to surprise and delight them through unexpected actions.

Build Your Ideal Business in Three Phases

Build Your Ideal Business in Three Phases

A three-phase plan to identify clients who energize you, envision your future business, and test and implement changes to your day-to-day practice.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis.

Webinars that Work: How to Plan and Promote Memorable Virtual Events

Webinars that Work: How to Plan and Promote Memorable Virtual Events

How financial professionals can use webinars as a strategic prospecting tool.

Prospecting in the “New Normal”

Prospecting in the “New Normal”

Five steps to help wealth management businesses shift their approach to attracting new clients and adapt to the changing world.

Using Stress to Fuel Positive Change

Using Stress to Fuel Positive Change

In our latest podcast episode, Heidi Hanna shares strategies for controlling stress – and taking advantage of it – during this time of uncertainty.