Business English Pod :: Learn Business English Online

BEP 398 – English for Sales: Financial Services (2)

Jun 19, 2023

23:34

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Quick takeaways

Wealth management involves considering goals, minimizing tax liability, retirement planning, and estate planning.

Rebalancing a portfolio helps maintain the desired balance of investments in response to stock market changes.

Deep dives

Approach to Wealth Management

Robert explains that his firm takes a holistic approach to wealth management, which goes beyond just managing investments and includes considering goals, minimizing tax liability, retirement planning, and estate planning.

Introduction

3min

How to Plan for Your Retirement and Estate Planning

2min

How to Balance Your Portfolio to Achieve Your Goals

6min

How to Invest and Manage Your Wealth

4min

Jessica's Risk Tolerance

3min

The Importance of Socially Responsible Investment

2min

How to Outperform the Market With Socially Responsible Investments

2min

How to Collocate to Convince Your Advisor to Become a Client

2min

Collocations for Discussing Financial Services

2min

Learn financial English vocabulary and sales skills.

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Business English Pod :: Learn Business English Online

BEP 398 – English for Sales: Financial Services (2)

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Approach to Wealth Management

Rebalancing Portfolio and Market Volatility

Socially Responsible Investing and Outperforming the Market

Remember Everything You Learn from Podcasts