Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 19th, 2025
TIME
11:00 am EST
TOPIC
This session aims to equip financial advisors with the behavioral tools to help their clients make better decisions at the most critical times. Pending approval for one hour of CFP® CE.
Featured
https://ccmg.com/business-owners-campaign/
Downloadable Resources
The Playbook for Winning Business Owners
September 26, 2024
Access our complete playbook to learn how to take advantage of the $10T potential business owner market and receive prospecting ideas, business sales techniques, and more.
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Market Updates
Market Update — Rate Cut Disappointment!
December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Advisor Insights & Ideas
Markets in Turmoil: A 3-Step Process for Better Client Conversations
May 12, 2022
Not all types of conversation are effective. In this article, well share a three-step process for communicating effectively with clients during times of stress.
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Advisor Insights & Ideas
The Bond Blues, Revisited
February 9, 2022
Bonds can be viewed as an investors safety net, and for good reason. Head of Client Portfolio Management Glenn Dorsey shares his perspectives on why investors should consider incorporating bonds into their portfolio.
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Advisor Insights & Ideas
Three Ways Income Planning Can Help Your Clients Make Better Decisions
November 24, 2020
As our industry begins to address the income needs of the aging baby boomer population, arming clients with a personalized income roadmap can help them stay on the right track to reach their desired outcomes.
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Advisor Insights & Ideas
Best Ideas Series: Streamline Communications for Better Meetings
November 18, 2020
Providing consistent communication during challenging markets can present a growth opportunity for advisors. In a study conducted by Invesco, 82% of investors who heard from their financial advisor during the start of the pandemic would be happy to refer their advisor to a friend or family member...
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