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After the first rate hike last week, communication is critical. Reassure clients with these charts and data points. Their minds will be eased to know you are up to date on everything that impacts their finances—and care enough to reach out.
ChartTalk: Which nations hold the most outstanding debt from Russia? And what happens if—as is expected—Russian entities are not able to pay?
Advisor TalkingPoints: Prepare for client conversations with our monthly review covering the latest inflation data, today’s Federal Reserve meeting, and what is going on with oil.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025