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Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
This piece is approved to use with clients.
Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Investing Ideas
3 reasons to invest in money market funds
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Relative safety, liquidity and stability
Investing Ideas
Three Lessons We've Learned in Emerging Markets So Far
This piece is approved to use with clients.
T. Rowe Price Portfolio Manager Samy Muaddi explains what he learned from market volatility in early 2020 and why he thinks EM corporate bonds offer attractive long-term opportunities for investors. Explore more insights from our investment professionals here: https://trowe.com/3e5JYPH
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
This piece is approved to use with clients.
We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
Client Experience
Webinar Replay: Key Messages for Client Review Meetings
In volatile times, client review meetings can be quite unpredictable. Whether your clients are anxious or excited, we provide key behavioral and investment insights that can help frame your client check-ins.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.