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ThinkAdvisor

Practice Management

12 Ideas to Get Clients Excited About Investing

Bryce Sanders By Bryce Sanders

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Related: 20 Top International Stock Fund Picks

Is the pandemic getting to your client? Do they think the lockdown will never end? How can you get your client excited about life again? Get them talking about investing. 

This won’t be about “selling” them. It’s more about getting clients to “sell themselves” on ideas. Bear in mind your firm’s opinions about different stocks. You don’t want to go “off the ranch” and recommend ideas your firm doesn’t recommend. Also bear in mind your client’s risk tolerance. Bearing this in mind, see the gallery above for a dozen ideas.

— Related on ThinkAdvisor:

Bryce Sanders

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