Client ready resources
Tool and resources designed for you to engage and build trust with your clients.
VALUE OF AN ADVISER
Let's help demonstrate the value of advice
We know advisers offer substantial value to their clients, but most of this intricate work happens behind the scenes, making it hard for clients to appreciate.
Our Value of an Adviser Report helps quantify the benefit advisers can deliver by focusing on key areas such as appropriate asset allocation, guiding investor behaviour and tax effective investing. This approach can help improve conversations with existing clients and make advisers more effective in differentiating themselves to attract new clients.
Related blog: Is a financial adviser worth the cost?
We have all heard people say… Nothing in this world is for free and if someone tells you otherwise, walk the other way. Can something as important as wealth planning be offered for free?
INVESTING FUNDAMENTALS
Helping your clients understand key investing topics
Jargon busters
Simple, plain-language to help your clients understand common investing terms.
Cycle of market emotions
Emotion can be such a threat to an investor's financial health, so it's important to be aware of them.
Behavioural mistakes
How to avoid them and their detrimental impact on investor’s portfolios.
Value of diversification
The temptation to chase short-term returns can be hard to resist. This chart illustrates how different asset classes have performed relative to a multi-asset portfolio diversified across multiple assets, strategies & managers.
A multi-manager approach
To capture the best, it helps to cast a wide net. Help your clients understand the benefits of a multi-manager approach and how Russell Investments puts specialised experts to work for them.
Risk vs return
Investing in a single asset class is risky when you consider no one asset class consistently outperforms on a regular basis. This chart shows that no one asset class consistently outperforms on a regular basis.
INTRODUCING RUSSELL INVESTMENTS
Use these resources to complement your conversations with clients
The big investor advantage
Giving investors the big investor advantage. Tap into highly rated, award-winning global investment expertise, to guide you through the opportunities and uncertainties of investing.
Who we are
Russell Investments is a leading global investment solutions partner, dedicated to improving people's financial security.
Our investment approach
Focusing the world's leading managers and strategies to help your clients achieve their goals.
Product materials
Conversations with your clients
Additional resources to help you with your conversations with clients.
Effective client meetings
Consider these best practices and resources to help you conduct effective client meetings.
Managing through market volatility
Resources to help you and your clients navigate through market volatility and focus on the long-term.
Request a meeting
We’d love to discuss how we can partner with you and build value for your business and clients. Simply complete the form below or contact your Regional Manager.
Helping you grow your business
Access our practice management programs focused on client engagement and building a sustainable advice business.