Whether you are creating a client newsletter or preparing for a client meeting, 4U can save you time and help you find the content you need for deeper client conversations.
Finding the Right Content
We know you are always looking to highlight the full spectrum of value that you bring to your clients. Simply search 4U for the content that showcases you and your expertise. Consider pulling content together like this:
Market Outlook - Always start with a market outlook article to address portfolio questions.
Timely Market Piece - Follow this up with a piece that goes in-depth on a timely issue impacting the markets today such as politics, inflation, unrest, or other issues in the news.
Actions to Take Now - Next, give your clients a seasonal call to action. RMDs and Charitable Giving in Q4 for example, or IRA contributions and tax planning in Q1.
Wealth Management Issue - Finally, highlight a planning or wealth management issue such as Retirement Planning, Risk Management & Insurance Planning, Planning for Incapacity, or Distribution of Estate.
Get a Sharable Link
Once you've selected the Public Use content you want to include, click the "share" icon for a public use sharable link to imbed in your newsletter.
Tips for finding the content you need in 4U
Start with Search
You can always start with the search box. Just type in any subject, or type of content you are looking for, and you'll get a broad spectrum of results on the topic.
Narrow your Results
Use the filters on the left to narrow your search to only companies you follow, or even a specific company. Or narrow the category such as only brochures or presentations.
If you're going to be sharing the content with clients, be sure to select the Public Use filter!
