Resources for Financial Professionals and Investors
The Advisor Partnership Program (TAPP) is Legg Mason’s landmark value-added offering, providing education, strategies and timely analysis through a wide range of multidimensional resources, including brochures, workbooks, videos and seminars.
Legg Mason is 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.
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.
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.
Seizing New Opportunities
Resources to help financial professionals enhance expertise
and service offerings in an effort to gather assets.
Help investors and their families prepare for the often substantial and unexpected costs of care and housing among seniors.
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.
Guidelines on how to better articulate expertise, services and business focus.
Strengthen the skills needed to plan for and execute a productive portfolio review.
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.