Resources & Tools

REITs Well Positioned for a Grand Reopening 150 150 Andrew McClellan

REITs Well Positioned for a Grand Reopening

Vaccines, policy and consumer trends are uniting to create opportunities across the real estate landscape, setting up 2021 as a potentially strong “vintage year” for REITs.

The Securing a Strong Retirement Act of 2021 700 350 Andrew McClellan

The Securing a Strong Retirement Act of 2021

An overview of goals of the Secure Act 2.0.

Advisor Education: Building a Better Retirement Practice 700 350 Andrew McClellan

Advisor Education: Building a Better Retirement Practice

A program with actionable ideas to adapt and accelerate your practice.

The Art of WOW 700 350 IMEA

The Art of WOW

This program helps you systemize “WOW” across your practice – helping you cultivate loyalty among existing clients and attract new business.

Practice Management Insights 700 350 IMEA

Practice Management Insights

Opportunities and insights on how to engage with clients and manage your business.

Tax Cuts and Jobs Act 700 350 IMEA

Tax Cuts and Jobs Act

Tax Cuts and Jobs Act is the most substantial overhaul of the Internal Revenue Code since 1986. Help your clients understand how it will affect them.

Portfolios Designed to Stand the Test of Time 700 350 IMEA

Portfolios Designed to Stand the Test of Time

flexible, cost-efficient asset allocation framework.

Client Calculators 700 350 Andrew McClellan

Client Calculators

Interactive tools you can use with clients to map out their financial plan.

Webinars That Work 700 350 Andrew McClellan

Webinars That Work

How to plan and promote memorable Virtual Events.

War on Stress 700 350 Andrew McClellan

War on Stress

Addressing rising stress and its concerning negative impact