Wealth Management Morning Memo

NOVEMBER 26, 2020

INDUSTRY

How Smart Are You About Finance’s Eponymous Adages?

John Kador

If you can get five or more correct, one day a law may be named after you.

CLIENT RELATIONS

Holiday Greetings for Clients in Light of COVID-19

Amy Florian

This holiday season is a time fraught with emotion, grief and loss.

EXCLUSIVE RESEARCH

Closing the Gap Between Recommendation and Action

Sponsored by Transamerica

A substantial number of clients wait five to 10 years to act on advisor recommendations, potentially hurting their long-term investment goals.

PHILANTHROPY

Harnessing Joy as a Catalyst for Philanthropic Change

Kris Putnam-Walkerly

Three simple questions to begin a joyful process of discovery with your clients.

SPONSORED CONTENT

Creating a Business Continuity Plan

Sponsored by American Portfolios

Never would we have thought a pandemic would sweep the globe, changing our lives and how we do business. Were you prepared with a business continuity plan?

The Daily Brief

The Daily Brief is taking off Thursday, Nov. 26 and Friday, Nov. 27 to celebrate Thanksgiving. It will return on Monday, Nov. 30. Thank you for reading and Happy Thanksgiving from the whole WealthManagement.com team.

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