We are committed to helping financial professionals with business practices and helping investors with investment education. Our multi-asset experience and industry leadership make us uniquely qualified to deliver constructive, product-agnostic content to guide business development and education.


The  TAPP library is divided into four primary objectives, with multiple programs within each. 

 


Inspiring Client Investment 

Materials to help financial professionals stimulate investors’ 
interest and inspire them to action. 
 

Anatomy of a Recession

ClearBridge Investments employs a priority system to track the economy through its cycle, plotting the results in the widely followed Recession Risk Dashboard and the newly added Recovery Dashboard. Help investors stay abreast of current economic conditions and the related risks and opportunities. 
 

Learning from the Lessons of Time

Market uncertainty can challenge an investor’s confidence and derail long-term strategies. Put today’s situation into perspective by looking back at past market fluctuations and the lessons learned. 
 

Retirement Reimagined

Retirement Reimagined helps clients plan ahead and save for their retirement.


Seizing New Opportunities 

Resources to help financial professionals enhance expertise 
and service offerings in an effort to gather assets.
 

The Hidden Costs of Aging

Help investors and their families prepare for the often substantial and unexpected costs of care and housing among seniors.
 

The Intergenerational Divide

Engage, plan and communicate with future generations to maintain and expand valued relationships.

 


Building a Better Business 

Tactics, tools and insights to support financial professionals 
in business development. 
 

Value Proposition: Positioning Your Practice 
in a Competitive Landscape

Guidelines on how to better articulate expertise, services and business focus.
 

Mastering the Client Review

Strengthen the skills needed to plan for and execute a productive portfolio review. 
 

ACES: Advisor Commitment to 401(k) 
Education and Service

Education and tools to help become a valued resource to plan sponsors. 


Accessing Investor Education

Resources for educating clients on investment principles and vehicles.
 

Investing Principles

Communicate the basic concepts and goals of investing to investors.

Investing Vehicles

Help investors understand and evaluate a range of investment vehicles.

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.