Delivering exceptional client service while growing a complex business can be a daunting task. Let us help you thrive as a business owner with a collection of best practices to help you effectively manage your business while achieving optimal growth. Explore actionable ideas for refining your approach and showcasing your value.
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TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Enhance my business
| Program | Continuing education credits (1 hr) | On-demand | Audience | Abstract |
|---|---|---|---|---|
| Enhance my business | ||||
| Building a better practice | CFP, IWI | Register now | Financial Professional | PDF  |
| Building a better retirement practice | CFP, IWI | Financial Professional | PDF |
|
Building a better practice
OVERVIEW
Clients are changing. Firms who want to accelerate the growth of their business and command their fee must find new ways to add meaningful value, or risk getting left behind. How will these changing client expectations redefine the role of financial professionals? What will be essential for success? In this program we tackle these critical conversations to help you thrive with actionable ideas to adapt and accelerate your practice.
Building a better retirement practice
OVERVIEW
With increasing demands for personalization and improved outcomes, a comprehensive retirement reform on top of a global pandemic, retirement plan professionals are redefining the rules of engagement. Building a better retirement practice tackles critical conversations to help you address the evolving needs of plan sponsors and participants with actionable ideas to adapt and accelerate your retirement practice.
Resources
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