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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-09-2016
  • 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.

  • May-11-2016
  • 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.

  • Jul-21-2016
  • 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

Preparing for the Future - Your Records and Roles Organizer

Designed to help clients centralize the important information they need for their family and/or loved ones. Covers everything from finances to health care, and could serve as a key resource in the case of an emergency, major life event, illness or death.

  • Dec-07-2016
  • Worksheet
  • public
  • PUB ID: TAPX016164

Client Acquisition Through Innovative Events

Designed to help you develop customized events that will create lasting impressions for years to come.

  • Jun-28-2016
  • Brochure
  • advisor
  • PUB ID: TAPX010749

Client Acquisition Through Innovative Events presentation

Designed to help you develop customized events that will create lasting impressions for years to come.

  • Oct-05-2015
  • Presentation
  • advisor

Family Linking Program Flyer

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

  • Jun-09-2016
  • Worksheet
  • public
  • PUB ID: PFSX117354

Value-Added Resources For Your Business (Retirement)

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

  • Oct-13-2016
  • Brochure
  • advisor
  • PUB ID: RETX016031

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.