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Client Service
Create a model practice
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.
Likely your single greatest challenge is not managing your client's assets but managing their emotions. Your client’s perceptions and misperceptions, fears, and phobias — driven by a 24-hour news cycle predicated on the crisis of the moment — often stand between you and their long-term financial success.
Over the long-term, the stock market historically reflects the objective performance of the macro-economy and the individual companies within that economy. But in the short-term, headlines and human emotion — both of which are exacerbated by a total lack of philosophical framework and historical context to ground these perceptions — tend to rule. Providing this framework and context, not just during times of crisis but throughout the client’s lifecycle, is, in our view, the best inoculation against unbridled fear and the poor decisions that often follow that fear.
Financial professionals, to learn more about the “What Matters Most Right Now: Keeping Clients Buckled-in” program, please contact your Invesco consultant.
Create a model practice
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.
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.
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.
"What Matters Most Right Now: Keeping Clients Buckled-in” is based on Invesco Global Consulting's work with Maslansky + Partners, Advantage Coaching & Training, Tim Ursiny, Heidi Hanna, and R.A. Prince & Associates, Inc. Invesco Distributors, Inc. is affiliated with none of the aforementioned.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
All data is created and produced by Invesco Global Consulting unless otherwise noted.
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 or services available at all firms. Financial professionals should contact their home offices.
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