At SBH, we understand your goals as an Advisor and value the opportunity to be your partner by providing diverse investment solutions, timely market insights, and practice management expertise. With that in mind, we have provided below a range of resources to support your business and help inform your clients.
Read the latest thought pieces and perspectives on the markets from our investment experts.
Build loyalty and grow your business by sharing valuable insights, educational tools, and market perspectives with your clients.
Elevate Your Practice
Bring your practice’s marketing to the next level with tools, tips, and consultations from the DeSola Group and Lange International.
Looking for SBH strategy and mutual fund information?
View our latest attribution commentaries, factsheets, detailed strategy information and more.
Markets are complex, and the experts at SBH are here to help you work with your clients to explain the issues affecting them most. Our team is committed to delivering in-depth expertise on market trends, personal finance, financial planning, and more.
The Facts About SPACs
SPACs, or special purpose acquisition companies, have experienced tremendous growth over the past year. How do they work and what is driving their growth?
A Checklist for a Challenging Time
Losing a loved one is one of the most difficult times we all go through. This general checklist can help with the many tasks that need to be completed.
Understanding the Municipal Bond Market
Did you know the municipal market has grown up with our nation? In this article, we discuss this diverse yet opaque market.
Do You Know How to Protect Your Digital Legacy?
In this article, we define digital legacy and discuss several important aspects of safekeeping and ultimately transferring control of these valuable assets.
Turning Lemons into Lemonade
Stock market declines can cause investors to feel anxious, as they wonder if the drop will ever end. But that feeling is an ill wind that blows no good. Stock market declines can present unlikely opportunities to enhance after-tax returns.
ELEVATE YOUR PRACTICE
SBH has partnered with the DeSola Group, a full-service marketing agency specializing in the financial services industry, and Lange International, an executive communications firm, on programs to help Advisors enhance their ability to connect with clients digitally and beyond. If you’d like to learn more about opportunities to bring your practice to the next level, please reach out to your Advisor Solutions contact for more information.
Six Tips for Virtual Presenting
Times have changed in meaningful and lasting ways when it comes to how advisors are communicating with clients and prospects. Read how to put your best foot forward when staying in touch with clients virtually.
Five Tips for Enhancing Your Social Media Presence
Advisors looking to enhance awareness, engagement, and growth are increasingly embracing social media. Learn how to better stay top-of-mind with these social media tips.
Become a Better Speaker
Watch Kirsten Smith, a partner at Lange International, as she discusses tips and tools for virtual communication.
Digital Marketing in Virtual Times
Watch Ryan DeSola, CEO and founder of the DeSola Group, discussing communications in virtual times.