Developing Your Practice

Market Volatility Resources

Help clients through challenging market conditions with these resources.

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Investor Behavior

See how instinctive behaviors may impact investment decisions.

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Seminars

Use these client-use presentations and supporting materials to share timely investment topics with clients.

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Franklin Templeton Academy

View training resources for professional development and investment concepts.

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Defined Contribution

Review tools and resources to grow your defined contribution plan business.

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Income for What's Next Strategy®

Help clients prepare for retirement by developing an income plan.

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Retirement Income IQ Test

Engage clients with this fun, quick test that may identify gaps in their knowledge about retirement income.

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Succession Planning

See research on succession planning for RIAs.

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Legislative and Regulatory Corner

Stay up to date on developments in legislation surrounding retirement and financial services.

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RIA Resources

Tools and resources for Registered Investment Advisors.

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Franklin Templeton Distributors, Inc.