Bear Market Recovery Piece

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Jul 9, 2009 3:16 pm

I can't find this piece in my office anywhere, but I have a meeting tomorrow where it's completely applicable.

 
It shows bear markets and the market recovering within the bear market.
 
My prospect "wants to wait until the economy is better", but I told them this fact and they've regained interest.

Anyone know which company has this piece so I can print it out or call the wholesalers?
 
Thanks.
Jul 9, 2009 3:28 pm

I've seen a few in the past.  Check with the bigger fund company websites.  I think Oppenheimer had one once.

Jul 11, 2009 2:47 pm

Franklin Templeton

Jul 11, 2009 4:51 pm
snaggletooth:

I can't find this piece in my office anywhere, but I have a meeting tomorrow where it's completely applicable.

 
It shows bear markets and the market recovering within the bear market.
 
My prospect "wants to wait until the economy is better", but I told them this fact and they've regained interest.

Anyone know which company has this piece so I can print it out or call the wholesalers?
 
Thanks.




Sooooo....instead of finding clients who believe in the same thing that you do, you want to try to prove that they should buy something that they don't want to buy?

Jul 13, 2009 10:21 am

i agree with troll(sadly)...I would never use fund company information to convince someone to invest. First of all that stuff is crap(statistics always lie) and secondly your prospect will hold on to that piece and if the market doesn't rebound like he says then your client will be pissed. Definitely not worth the headache. If they aren't going to take your advice now....they never will... move on to a prospect who respects your opinion... let that guy do it online until he explodes his portfolio and comes running back(they always do)..