Features

Anatomy of a Recession

The longest bull market in history continues – yet increased volatility has many investors wondering: How close could we be to the next recession? 

ClearBridge Investments’ exclusive Recession Risk Dashboard offers valuable answers, tracking key data along four vital economic fault lines. In Anatomy of a Recession, from equity manager ClearBridge Investments, discover how the Dashboard works and how it can help you stay prepared for future downturns.
 

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Aging

This program provides comprehensive information on housing options in retirement and insight on the associated financial planning implications.
 

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The Intergenerational Divide

A presentation that explains the connections that advisors can make with their clients' families. Includes tips on setting up a family meeting, and a sample dialogue to use that will help advisors connect with the next generation.  

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Practice Management

Growing your business is all about setting yourself apart from your competitors—demonstrating that you provide unique value for your clients. Legg Mason is ready to help you develop your plan to make a difference for your clients. Whether you are looking to craft an effective value proposition, grow your client base or master the client review, Legg Mason offers comprehensive resources to help you build your brand.

 

 

 

 

 

 

 

Addressing Client Needs

There’s more information available now than ever. Yet it’s no easy task separating all the noise from what’s really important to your clients. Part of Legg Mason’s partnership with you is providing insightful analysis to share with your clients to help keep them engaged and informed. From the expert perspective of our nine independent affiliate managers to in-depth materials on topics such as aging and its financial implications for housing, our aim is to help you have the best client consultations possible.

 

 

 

 

 

 

Investor Education

Your clients have unique investment objectives and specific risk tolerances. When developing their personalized asset allocation strategy, it’s essential to educate them about diversification, staying invested through market cycles and other time-tested principles. Also there are many investment vehicles that they’ll need to understand. Legg Mason has valuable educational resources available to help you inform your clients about these and other topics as you tailor an investment plan to help them reach their long-term goals.

 

 

 

 

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.