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 just a few of our client resources
Contact us for even more tools on a variety of retirement topics.
Looking for more to share?
We offer additional topics to help keep your clients engaged.
View moreDOFU 10-2023
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