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Leveraging Your Technology Resources

Tips on how LinkedIn, Google Alerts, and other technology resources can help financial professionals become more efficient and better connected.

  • Jul-10-2020
  • Brochure
  • advisor
  • PUB ID: VANN375025

Personal Information Checklist

A document meant to centralize one's personal, financial and administrative information to be completed and organized for the benefit of one's family and/or beneficiaries.

  • Sep-21-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W1

Legg Mason Perspectives Anticipating Client Needs

Q&A with Todd Barmash and Jaspal Sagger about evolving client needs in an age of disruption and how Legg Mason is meeting the challenge.

  • Feb-05-2020
  • Whitepaper
  • public
  • PUB ID: MIPX578696

ClearBridge 2020 Impact Report

What ClearBridge Investments is doing to promote constructive change with the companies in which it invests -- and to advance ESG principles in general,.

  • May-22-2020
  • Whitepaper
  • public

Product Commentary - ClearBridge Aggressive Growth Fund

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Oct-12-2020
  • Product Commentary
  • public
  • PUB ID: CBAX107101

Product Pitchbook - Western Asset High Yield Fund (Detailed)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Oct-28-2020
  • Product Pitchbook
  • advisor
  • PUB ID: WASX528204

Product Pitchbook - Western Asset Global High Yield Bond Fund (Detailed)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Oct-28-2020
  • Product Pitchbook
  • advisor
  • PUB ID: WASX528199

Presenting Your Best: Best Practices for Video Communications and Gaining a Competitive Edge ML

Our collection of best practices for setting the scene, delivery and meeting management can help financial professionals master the skills to effectively communicate via video to secure a competitive advantage right now and going forward.

  • Aug-05-2020
  • Presentation
  • advisor

Presenting Your Best: Best Practices for Video Communications and Gaining a Competitive Edge

Our collection of best practices for setting the scene, delivery and meeting management can help financial professionals master the skills to effectively communicate via video to secure a competitive advantage right now and going forward.

  • Aug-04-2020
  • Presentation
  • advisor
  • PUB ID: TAPX603866

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.

  • Aug-25-2020
  • Presentation
  • advisor
  • PUB ID: TAPX598276

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