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Improve client relationships

Million Dollar Round Table (MDRT)

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 101
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What Are the Best Asset Classes for Active Management?

Wealth Management

Regardless of where inflation is at, clients should own a piece of gold or natural resources. Infrastructure includes communications, data centers, utilities, satellites, transportation and energy pipelines. Real assets, he argued, is one highly nuanced area that could benefit from active management.

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10 Monday AM Reads

The Big Picture

Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Maybe they should try turning the whole thing on and off. Bloomberg ) see also How Much is the Rule of Law Worth to Markets?

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

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₹17,700 Cr Order Book: Infra stock with 20% revenue guidance for FY26 to keep an eye on

Trade Brains

Its strong client base across infrastructure, transport, urban development, and water sectors highlights its credibility, technical capabilities, and strategic alignment with major public infrastructure initiatives across India.

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A $300,000 College Tour

Wealth Management

Those who register for IvyWise’s college tour can expect deluxe transportation, fancy meals, five-star lodging and “tailored admissions insight” from one or more IvyWise admission counselors, who had previously served as an admission director at one of the visited schools.

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How to help clients start a travel fund

Nationwide Financial

Key Takeaways: Saving money for travel—just like saving for other big events—requires discipline and planning, especially if your clients are interested in finding cost-saving deals. There are typically travel deals available, depending on what membership programs your client participates in.

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