Charlie Bilello Presents The Top 10 Visuals for Client & Prospect Meetings

In this webinar, Charlie breaks down the key concepts that every investor should understand. With these topics likely to come up in client and prospect conversations, the presentation is an excellent resource for driving AUM growth and retention.
He answers questions like:
✅ What happens if you aren’t invested for even just the market’s 10 best days?
✅ How does dollar-cost averaging differ from lump-sump investing?
✅ Why is it important to stay invested, even through volatility?
✅ How do various portfolio allocations hold up when drawing income during retirement?
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*Disclaimer: Any investment ideas communicated in this video are solely for product demonstration purposes, and are not meant to serve as investment advice.

[@tomaszektube]

Great content, very informative with wide perspective discussed. Thank you!

[@skipkapur1]

Charlie is absolutely terrific. I always read and watch his material. Thank you.