Order Your Print Copy
AMG's Keep Calm and Remain Diversified booklet is designed as a coaching tool for advisors to use with their clients. Provide your clients and prospects with context and perspective on financial markets through the lens of the S&P 500 Index over time and illustrate the benefits of a diversified portfolio.
Topics covered include:
- Coach clients through market cycles using impactful client-centric visuals
- Improve client retention through effective quarterly reviews
- Client acquisition strategies during market dislocation
- Connecting with the next generation of your existing client base
If you choose to receive print copies of the booklet, an AMG representative will personally fill your order and follow up with you to provide guidance and answer any questions you may have.