Listicle
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16 Things You Can Do To Prepare for the Next Recession
Created: October 18, 2019
Categories: Advisor Role/Value, Article, Expenses, Family Wealth, Financial Planning, General Audience, Listicle, Retirement Planning, Scary Market Insights, Wealth Management
Description: 16 things investors can do to truly strengthen their financial well-being, instead of engaging in market-timing in reaction to a potential recession. Share this 783-word overview with clients and prospects.
Six Financial Best Practices for 2019
Created: December 17, 2018
Categories: Advisor Role/Value, Article, Client Experience, Estate Planning, Financial Planning, Listicle, Prospect-Focused, Scary Market Insights, Security, Wealth Management
Description: Six financial best practices encouraging investors to ignore market volatility and take practical steps toward enhancing their financial well-being. Use this piece as is to share with prospective clients, or modify it slightly for client use. This piece represents the second in an annual series, potentially pairing well with "Ten Financial Best Practices to Jump-Start Your New Year," published in December 2017.
Ten Financial Best Practices to Jump-Start Your New Year
Created: December 18, 2017
Categories: Advisor Role/Value, Financial Planning, Listicle, Prospect-Focused, Retirement Planning
Description: Use this 1,050-word list of ten financial best practices for prospecting and public education about basic retirement planning, risk management, estate planning, budgeting, debt management, investing and more. A call to action at the end invites readers to be in touch with you for an exploratory conversation. Tailored for U.S. readers, this piece can be readily revised to apply elsewhere.