Which words resonate with investors today? “Dream retirement” or “comfortable retirement”? “Financial freedom” or “financial security”? “Investment solutions” or “investment strategies”? Invesco Global Consulting joined forces with word specialist and political consulting firm, Maslansky + Partners, in an effort to help financial professionals communicate more effectively with their clients.
Maslansky + Partners, well known for shifting public opinion with phrases like “contract with America,” “death tax,” and “energy exploration,” applied its unique, scientific research to investments. After years of research, 15 dial sessions, and 4,300 investors surveyed, Invesco Global Consulting has the "words to use" and the "words to lose" in today’s “new word order.”
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Incorporating model portfolios into a practice can help ensure clients get the professional investment management they want — and need — while giving you more time to nurture client relationships and prospect.
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Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
“New Word Order” is based on Invesco Global Consulting's work with Maslansky + Partners. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. If the illustrations herein are used outside the designated audience, it is the respective user's responsibility to ensure that such material complies with all applicable regulations and is filed with the appropriate regulatory bodies if so required. Phrases and words utilized should always be applicable, appropriate and provable. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials and services available through all firms. Financial professionals should contact their home offices.
"It's not what you say, it's what you hear." is a registered trademark of Manslansky + Partners. Used with permission.
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