Enhancing the professionalism of financial advisors in the best interests of the consumer

Client Connect provides you with resources you can use to educate your clients to help them understand important financial issues and make more informed financial decisions.

Keeping clients informed is essential if you are to build a long-term relationship based on trust and confidence.

Below you will find client-focused communication pieces on the value of advice. Please feel free to share this communication with your clients as it demonstrates the value of what you do.

Professionalizing Advisors to Protect ConsumersProfessionalizing Advisors to Protect Consumers

Certain regulatory ideas currently being floated could forever change the advisor-client relationship and reduce access to financial advice, especially for those who need help the most.


The Value of Financial AdviceThe Value of Financial Advice

According to recent studies, households that receive financial advice do better financially than households that do not.


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