[divider line_type=”No Line” custom_height=”20″]
[divider line_type=”Small Line” line_alignment=”default” line_thickness=”3″ divider_color=”accent-color”][divider line_type=”No Line” custom_height=”20″]
Below, download PDFs for insight and analysis your firm can share with your clients. The Dynamic Planner Content Hub is here to support your firm as you address different topics and scenarios, and also as you reassure your clients during unsettling periods of market volatility.
Content can be most valuable when volatility is most acute and naturally when your clients’ concerns, about any short-term fall in the value of their pensions and investments, are greatest.
[divider line_type=”Small Line” line_alignment=”center” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”10847″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default” el_class=”matrix-key-things”]
Checklist: Key things to remember for low, medium and high risk profile clients
Use this checklist in conversations with your clients to guide you on what to focus on for high, medium or low risk clients.
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”matrix-key-things” button_id=”matrix-key-things” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/Key%20Things%20To%20Remember%20in%20Times%20of%20Investment%20Uncertainty.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”matrix-key-things” button_id=”matrix-key-things” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/01.-Matrix-Key-Things-To-Remember-in-Times-of-Investment-Uncertainty-1.pdf” text=”Download”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”10848″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”75%” max_width_mobile=”default”]
The value of remaining invested over time
Use this document in conversations with your clients to reassure them of the value of continuing to stay invested through market volatility.
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”importance-remaining-invested” button_id=”importance-remaining-invested” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/The%20Importance%20of%20Remaining%20Invested.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”importance-remaining-invested” button_id=”importance-remaining-invested” text=”Download” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/NEW-The-Importance-of-Remaining-Invested.pdf”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”10849″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”]
The value of a relevant benchmark to measure fund & portfolio performance
How long do I have to wait? The temptation to try and time the market can be difficult to resist in volatile markets…
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”value-relevant-benchmark” button_id=”value-relevant-benchmark” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/How%20long%20do%20I%20have%20to%20wait.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”value-relevant-benchmark” button_id=”value-relevant-benchmark” text=”Download” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/How-long-do-I-have-to-wait-2-pages.pdf”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”10850″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”75%” max_width_mobile=”default”]
How our emotions can lead us to make bad decisions
As individuals, we each have a unique approach to investing. Yet many of us are not aware of how our behaviour can affect our financial goals…
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”emotions-affect-decisions” button_id=”emotions-affect-decisions” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/How%20Emotions%20Affect%20Decisions.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”emotions-affect-decisions” button_id=”emotions-affect-decisions” text=”Download” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/02.-How-Emotions-Affect-Decisionsx.pdf”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”10851″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”75%” max_width_mobile=”default”]
How emotional wellbeing can help us make good decisions
It is important that we allow ourselves to flourish first (obtain high levels of well-being) to remove fear of how our investments will flourish…
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”we-must-flourish” button_id=”we-must-flourish” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/We%20Must%20Also%20Flourish.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”we-must-flourish” button_id=”we-must-flourish” text=”Download” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/04.-We-also-must-flourish.pdf”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”10852″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”]
The benefits of diversification
This guide shows the benefits of diversification for investors, by looking back at asset performance over time
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”benefits-diversification” button_id=”benefits-diversification” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/The%20Benefits%20of%20Diversification%202022.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”benefits-diversification” button_id=”benefits-diversification” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/06.-The-Benefits-of-Diversification.pdf” text=”Download”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
[image_with_animation image_url=”11136″ animation=”Fade In” hover_animation=”none” alignment=”center” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”]
Understanding the impact of currency risk
Exposure to foreign exchange movements goes with the territory, read this guide to understand the impact of currency risk
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”small” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”benefits-diversification” button_id=”benefits-diversification” text=”Download” margin_left=”60″ url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/documents/content-hub/Understanding%20the%20impact%20of%20currency%20risk.pdf”][divider line_type=”No Line” custom_height=”60″]
[nectar_btn size=”small” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” el_class=”benefits-diversification” button_id=”benefits-diversification” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/wp-content/uploads/2020/04/06.-The-Benefits-of-Diversification.pdf” text=”Download”][divider line_type=”No Line” custom_height=”60″][divider line_type=”Small Line” line_alignment=”default” line_thickness=”2″ divider_color=”accent-color” custom_height=”40″]
Want to see what Dynamic Planner can do for you?
Schedule a free no-obligation remote demo with a business consultant and see what Dynamic Planner can do for you.
[nectar_btn size=”large” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/demo/” text=”Request Demo”]
