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PowerPoint Presentation
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.
- Jan-30-2020
- Presentation
- public
- PUB ID: TAPX575754
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.
- Feb-04-2020
- Brochure
- advisor
- PUB ID: TAP2015
Your Value Proposition Presentation
Important insight on how emphasizing your value proposition can lead to more informed clients, a greater appreciation for services and an increased share of assets from current and prospective clients.
- Oct-21-2020
- Presentation
- advisor
Biography - Robert Johanson
Professional summary, including details on experience and education.
- Oct-21-2020
- Biography
- public
Legg Mason ESG Framework: Aligning Sustainability Motives with Investment Approaches
Presentation on Legg Mason's ESG culture, approach and solutions
- Jun-17-2020
- Presentation
- advisor
Biography - Bryan Zak
Professional summary, including details on experience and education.
- Oct-21-2020
- Biography
- public
Biography - Jeffrey Layn
Professional summary, including details on experience and education.
- Oct-21-2020
- Biography
- public
Investing Post-COVID-19: Evolution, Revolution and Changing Behaviors (Global)
Legg Mason's Product Strategy team explores how key industry trends could change in the wake of the pandemic, with consequences for asset managers as well as investors.
- May-18-2020
- Whitepaper
- public
WIA, WIW Enhanced Investment Strategies and Share Repurchase Programs
Fund Announcement for WIA, WIW enhanced investment strategies and authorization of share repurchase programs
- Mar-02-2016
- Fund Announcement
- public
Time Testing Your Reviews Worksheet
Allows financial professionals to time test their client reviews and a do reality check on the percentage of time allocated to reviews.
- Oct-06-2020
- Worksheet
- advisor
- PUB ID: TAP2004-W2
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.
