Show clients their portfolio is (still) in good hands

Download “4 Things to Consider When Rebalancing a Portfolio"


Your client’s current portfolio may have fit their needs like a glove at the time it was created —

but what about now?

This guide walks you through how you can ensure their wealth is well positioned for where they are NOW, outlining:

3 key benefits of rebalancing (including how it can help remove unnecessary risk)

Costs associated with rebalancing

Questions to ask to ensure rebalancing is the right move for your client