Security
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4 Ways to Apply the 80/20 Rule to Your Financial Pursuits
Created: February 5, 2023
Categories: Article, Evidence-Based Investing, Financial Planning, General Audience, Listicle, Security, Technology
Description: The "80/20 rule" suggests 80% of an outcome is often the result of just 20% of the effort you put into it. In that spirit, this piece offers 4 financial best practices where the 80/20 rule applies. These include staying invested across varied markets, emphasizing asset allocation over stock-picking, having a basic financial plan to guide the way, and freezing your credit report to minimize financial fraud.
Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)
Created: February 5, 2023
Categories: Advisor Role/Value, General Audience, Quick-Reference, Security, Technology, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)
Created: February 5, 2023
Categories: Advisor Role/Value, General Audience, Quick-Reference, Security, Technology, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
How To Be Positively Skeptical | Part 1: The Benefits of Having a Doubt
Created: February 27, 2020
Categories: Article, Behavioral Finance, Evidence-Based Investing, General Audience, How To Be Positively Skeptical, Politics, Security, Technology
Description: Use this first, 600-word installment of a 4-part series to help clients and prospects strengthen their ability to differentiate solid evidence from bogus claims. Part 1 describes why the ability to be "positively skeptical" is important. Parts 2 - 4 will cover how to recognize when emotions are interfering with reason, and how to hone one's fact-checking skills.
Six Financial Best Practices for 2020
Created: December 8, 2019
Categories: Advisor Role/Value, Article, Client Experience, Economics, Evidence-Based Investing, Financial Best Practice Lists, General Audience, Listicle, Philanthropy/Giving, Security, Wealth Management
Description: Share this 869-word piece with clients and prospects to offer six financial best practices for 2020. This year's selection is based on some of the changes that took place in 2019, including TCJA tax tips, zero-commission stock and ETF trading, and more.
Six Financial Best Practices for 2019
Created: December 17, 2018
Categories: Advisor Role/Value, Article, Client Experience, Estate Planning, Financial Best Practice Lists, 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.
Protecting Your Child from Identity Theft (US Version) Free Sample (Click on title to download)
Created: September 24, 2018
Categories: Advisor Role/Value, Article, Free Samples, General Audience, Security, Technology
Description: Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.
Protecting Your Child from Identity Theft (Canadian Version) Free Sample (Click on title to download)
Created: September 24, 2018
Categories: Advisor Role/Value, Article, Free Samples, General Audience, Security, Technology
Description: Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.
Equifax Breach Commentary
Created: September 18, 2017
Categories: Advisor Role/Value, Breaking News, Client-Focused, General Audience, General Letter/E-Mail, Security, Technology
Description: Use this 785-word client communication to comment on the recently announced Equifax security breach, offer guidance, and remind them of the timeless "Avoiding Financial Scams and Identity Theft Slams" materials you can share with them (also available in the Content-Sharing Library, under Technology). You may also wish to modify this piece to share with additional audiences.
Client Reach-Out on Microsoft Ransomware Alert
Created: May 15, 2017
Categories: Advisor Role/Value, Breaking News, Client-Focused, General Letter/E-Mail, Security, Technology
Description: Use this 245-word email to reach out to clients and alert them to the current global Microsoft ransomware outbreak. The alert encourages them to install any outstanding Microsoft patches on their devices if they've not yet done so. It also references the new materials on financial fraud and identity theft just added to the Content-Sharing Library. These offer you additional ways to add value to your clients' financial well-being.