Evidence-Based Insights
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Evidence-Based Investment Insights Series: 14 Parts (UPDATED 2024)
Created: January 16, 2024
Categories: Advisor Role/Value, Article, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, Fixed Income, General Audience, Sustainable Investing, UPDATED Content
Description: UPDATED FROM 2019: This is a series of 14 shorter pieces for explaining evidence-based investment principles in a step-by-step approach. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script to introduce your investment approach to prospective clients or to review key benefits with existing clients. Collection will download as a zip file containing 14 Word documents. A compiled, 26-page white paper and 8-page report also are available for separate download.
Evidence-Based Investment Insights Series REPORT (UPDATED 2024)
Created: January 16, 2024
Categories: Advisor Role/Value, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, Fixed Income, General Audience, Report, Sustainable Investing, UPDATED Content
Description: UPDATED FROM 2019: This 8-page report strikes a happy medium between the full, 26-page white paper and the individual installments available in the Evidence-Based Investment Insights series. Compiling key messages from the entire series, this report offers a mid-length, single document overview of evidence-based investing. Share the paper as a printed handout or in PDF form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes.
Evidence-Based Investment Insight Series WHITE PAPER (UPDATED 01-24)
Created: January 16, 2024
Categories: Advisor Role/Value, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, General Audience, Sustainable Investing, UPDATED Content, White Paper
Description: UPDATED FROM 2019: This 26-page white paper compiles the entire Evidence-Based Investment Insights series into a single document you can use to design your own company white paper. Share the paper as a printed handout or in PDF/booklet form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes. A set of individual installments for "dripping" the series, and a shorter report version are available for separate download in January 2024.