We identified investor education as one of six hot topics. Why? Because we think teaching your clients about investing will help you build trust.
But what kind of education should you offer? What do your clients want? Here are three tips to improve your investor education efforts.
1. Start at the beginning
Where are you going to start? Even before explaining a mutual fund, examine the importance of saving.
“Why is saving so important?” is an important question that many current and would-be investors don’t have a clear answer to. An added bonus is that you can speak about this subject without getting into technical language.
Lay a strong foundation in “Saving 101” and then build your way up to mutual funds.
Suggestion: Create a microsite with videos and accompanying one-page brochures.
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