Market Volatility Toolkit

PowerPoint Presentation

Foundations for investors: Staying the course

This presentation lays out why it’s key to stay invested in tough markets, how diversification works in your clients’ favour, and how attempting to time the market risks loss. It’s editable, so you can customise depending on the unique needs of your clients. 

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PowerPoint Presentation

Coaching clients through volatile times

Walk your clients through a presentation designed to help the understand why they’re feeling the way they are and what they can do to avoid making common mistakes. It’s editable, so you can customise depending on the unique needs of your clients. 

Download here