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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.

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