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The Intergenerational Divide - Dont Let Your Book Die with Your Clients

This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most valued clients. Includes sample dialogue for family meetings and key roles and responsibilities.

  • Aug-02-2017
  • Brochure
  • advisor
  • PUB ID: TAPX016215

The Intergenerational Divide: Don't Let Your Book Die With Your Clients Presentation

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

  • Jun-05-2017
  • Presentation
  • advisor

Putting Your Financial House In Order Client Seminar

Presentation outlining tools and resources designed to help you and your family plan effectively for the future, particularly in the event of an emergency, health crisis or untimely death.

  • Jun-30-2017
  • Presentation
  • public

Role of the Advanced Health Care Directive

Definition, description and listing of key duties performed by an Advanced Health Care Directive.

  • Dec-12-2016
  • Worksheet
  • public
  • PUB ID: TAPX016164-W8

Value-Added Resources For Your Business

A brochure of Legg Mason's resources to help financial professionals successfully develop and service their retirement plan business and build strong relationships with plan sponsors and plan participants.

  • Jun-15-2017
  • Brochure
  • advisor
  • PUB ID: TAPX011729

Family Linking Program Flyer

A client facing one pager that quickly outlines the Family Linking Program documents

  • Jun-14-2017
  • Worksheet
  • public
  • PUB ID: PFSX117354

Transitioning to a Fee-Based Business Model

Offers vital information and a formal process for advisors looking to transition from a transaction-based to a fee-based advisory model.

  • Nov-22-2016
  • Brochure
  • advisor
  • PUB ID: TAP2008

Your Value Proposition - Positioning Your Practice in a Competitive Landscape

Important insight on how emphasizing your value proposition can lead to more informed clients, a greater appreciation for the service you offer, and an increased share of assets from current and prospective clients.

  • Jan-23-2017
  • Brochure
  • advisor
  • PUB ID: TAP2015

IMPORTANT INFORMATION: 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.

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.