ADVISOR PLAYBOOK

### Explain this section !!! Skip this section

Charting the path forward

Strategies, insight, and active perspective to help your clients see opportunity in volatility.

Essential Conversations

WORKING WITH CLIENTS

In times of uncertainty, effective client communication is critical. How you respond to key questions and embrace new communication tools can help build confidence and peace of mind, for both you and your clients.

Resources to help you find opportunity in volatility.

Volatility Resource Centre

Perspectives and strategies to navigate market turbulence.

Navigating a New World

Arm yourself with the perspective and strategies needed to sail through market turbulence – and find opportunity in volatility.

Resources to help you with essential client conversations.

Why every advisor needs a continuity plan

Implementing a personal and business continuity plan.

 

Virtual Client Meetings

Tips for a smoother experience

 

Resources to help guide your clients through various life events. Here are a few important topics to get you started.

Ailing Parent

A sick parent creates a new financial picture in your client’s life.

 

Home Ownership

Home ownership creates a new financial picture in your client's life.

 

Family Cottage Issues

The family cottage is a special type of real estate.

 

For more resources, contact your Dynamic Sales Representative.

Strategies for Evolving Markets

FINANCIAL PLANS & PORTFOLIOS

Building financial plans and portfolios all begins with recognizing each client’s new reality and adapting to meet their evolving portfolio needs–from diversification and risk tolerance to asset allocation and more.

Resources and considerations for evolving portfolio needs

Dynamic Active Alternatives™

Dynamic Education Series

Stay up to date with the latest tax information.

2021 Federal Budget

Summary of key tax measures

Deciphering Pandemic Measures

Discussing financial issues with clients.
STRATEGIES FOR EVOLVING MARKETS

For more resources contact your Dynamic Sales Representative.

An Active Perspective

THE DYNAMIC ADVANTAGE

Dynamic embodies Legitimately Active Management® each and every day, building high-conviction portfolios that aim to deliver differentiated performance—in bull and bear markets alike.

Active share: Going beyond the benchmark

Dynamic Education Series

At Dynamic Funds, active management is the cornerstone of our investment process.

Find out why Active Matters

Hear from Dynamic’s Portfolio Management team on the importance of active management – in all market conditions.

A deliberately different approach to investing

David Fingold

Dynamic Private Investment Pools

One part art, one part science

Finding Market Disruptors

Noah Blackstein

 
THE DYNAMIC ADVANTAGE

For more resources contact your Dynamic Sales Representative.