Deepen client relationships

Technology, regulations and competition are changing the landscape of investing, making client relationships more important than ever. Explore these resources to find helpful tools and advice on how to deepen your relationships with clients and differentiate yourself from your competitors.

Advisor Q&A Series

Every day, ERISA specialists field questions from advisors like you about how to strengthen client relationships and navigate client challenges.1 Our Advisor Q&A Series is your window into those conversations. Explore a range of topics, each one answering a specific question from your peers.

Conversation Toolkits

Strengthen trust and nurture investor relationships with tools designed to help both you and your clients. Each toolkit offers actionable solutions, helping you demonstrate even more value across each client relationship.


1The Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.

This material is for educational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Threadneedle Investments does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.