Client Resources and Best Practices from Brinker Capital

Resources for IARs

Brinker Capital Market Barometer
The Brinker Capital Market Barometer is a monthly assessment of different factors that impact market performance.
Pick a letter, any letter
Market perspective commentary from Brinker
Positioning yourself as a behavioral coach
by Dr. Daniel Crosby

Client Communication Resources
Be a resource for your Investment Advisory clients! These new emails provide reassurance and education.

5 Answers for the Scared Voices in your Head
This email links to an article featuring 5 principles to help your clients stay strong in an emotional environment.
Noise vs. information
This email links to a great article written by Dr. Daniel Crosby that addresses the importance of filtering media noise during a crisis.
Protecting against COVID-19 Scams
This email provides some simple tips to help keep your clients safe.

TC114937(0620)1

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Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information

Client Resources and Best Practices from Brinker Capital

Previous PostKeeping Momentum in Challenging Times – Rep Panel Discussion

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