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Submitted URL: https://salesloft.invesco.com/t/107160/sc/dff33d61-12e4-44b5-aab0-6b73ecd71fa8/NB2HI4DTHIXS653XO4XGS3TWMVZWG3ZOMNXW2L3VOMXWK3R...
Effective URL: https://www.invesco.com/us/en/financial-professional/total-cx/connect-clients.html?noTrack=true
Submission: On July 26 via manual from US — Scanned from DE
Effective URL: https://www.invesco.com/us/en/financial-professional/total-cx/connect-clients.html?noTrack=true
Submission: On July 26 via manual from US — Scanned from DE
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Text Content
Skip to content Expand navigation Close navigation Search Search Cancel * Products Products VEHICLES * ETFs * Mutual Funds * Closed-End Funds * Collective Investment Trusts * Unit Trust Funds * Variable Insurance Funds * Money Markets & Liquidity Funds SMAS & MODELS * Equity SMAs * Fixed Income SMAs * Model Portfolios COLLEGE SAVINGS * CollegeBound 529 * Investment Capabilities Investment Capabilities ASSET CLASS * Fixed Income * Alternatives * Equities ETFS * BulletShares * Commodities * QQQ Innovation Suite * Smart Beta * Fixed Income ETFs * Explore All ETFs RETIREMENT & COLLEGE SAVINGS * Defined Contribution Plans * Small Business and Personal Retirement * CollegeBound 529 CUSTOM * Separately Managed Accounts * Model Portfolios TRUSTS * Collective Investment Trusts RETHINK YOUR PORTFOLIO FOR WHAT'S NEXT Our ideas for cash-heavy portfolios and opportunities in today’s changing environment. * Resources & Tools Resources & Tools PRACTICE MANAGEMENT * Connect with your clients * Enhance your business * Optimize your portfolios * Explore All TOOLS * Practice Innovation Index tool * Bond Laddering tool ACCOUNTS & FORMS * Client Accounts Overview * Invesco Client Account Access * Tax Center * Forms INVESCO TOTAL CX Our all-in-one platform to help you achieve greater possibilities for your clients, business, and portfolios. * Insights Insights INSIGHTS * Featured Insights * Portfolio Playbook * ETF Insights * DC Insights * Greater Possibilities Podcasts 2024 ELECTION INSIGHTS Explore issues that matter to voters as we address investor concerns this election season. * Financial Professional * Contact Us * Login Search Search Login * Invesco Client Account Access * Retirement Plan Manager * Invesco Contribution Manager * CollegeBound 529 * DST Vision INVESCO CLIENT ACCOUNT ACCESS Invesco Client Account Access is a mobile-friendly site that provides financial professionals with a single view into retirement and non-retirement accounts. RETIREMENT PLAN MANAGER Retirement Plan Manager provides plan sponsors the tools they need to more effectively manage their retirement plans. INVESCO CONTRIBUTION MANAGER Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans. COLLEGEBOUND 529 Our CollegeBound 529 portal allows you to contribute, open, manage, and withdraw from your account. DST VISION DST Vision is an interactive website that allows financial intermediaries such as broker-dealers and financial advisors to view fund, shareowner account, and dealer information. * Invesco Client Account Access * Retirement Plan Manager * Invesco Contribution Manager * CollegeBound 529 * DST Vision SELECT YOUR ROLE Select your role * Individual Investor I am a current or prospective investor * Financial Professional I lead or support a firm that invests on behalf of clients * Institutional I invest or consult on behalf of institutions Individual Investor INDIVIDUAL INVESTOR Individual investors include: current investors; prospective investors, and plan administrators. Visit site Financial Professional FINANCIAL PROFESSIONAL Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. Visit site Institutional INSTITUTIONAL Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. This portion of the Invesco website is specifically prepared for institutional investors in the US. The content and investment strategies discussed may not be suitable for and/or available to all investors. By checking the box and clicking continue, I confirm that I am an US Institutional Investor. Visit site EDJONES EDWARD JONES Edward Jones Visit site PFS PFS PFS Visit site Main content INVESCO TOTAL CX CONNECT WITH YOUR CLIENTS Elevate your client interactions with the support of our time-tested client-management strategies, insights and resources. Choose the right words * Choose the right words * Build client confidence * Share market insights CHOOSE THE RIGHT WORDS Resources designed to deepen trust, and client scripts backed by the industry’s largest study on the language of financial services.¹ BUILDING OPPORTUNITIES Invesco Global Consulting shares research-based language to "use" with investors when introducing real estate investments. Learn More Priceless Invesco Global Consulting offers research-based guidance for financial professionals to communicate their value. Fi∙natical curiosity This program aims to help financial professionals embrace the power of curiosity to capture more client assets. How to keep your best clients It's not the clients you win; it's the clients you keep. Our business-building program, The Golden Hour, shares how to use a “golden” touch to help you keep at-risk clients. New word order Our in-depth research study highlights language for financial professionals to "use" to communicate more effectively. T.E.A.M. dynamics This program is designed to help financial professionals use personality dynamics to attract and retain clients. PRACTICE INNOVATION INDEX TOOLKITS Deep Discovery Join Invesco Global Consulting team members as they provide insight on how to conduct an effective and efficient discovery meeting. BUILD CLIENT CONFIDENCE Context and resources designed to help clients adopt sound investing principles, navigate markets and stick with investment plans. COMPELLING WEALTH MANAGEMENT CONVERSATIONS Use story and visual illustration built to help keep investors “buckled-in” to their long-term investment strategies. FINANCIAL LITERACY Our financial literacy program covers three key phases people go through when managing their wealth. INVESCO QQQ HOW NOT TO SUCK AT MONEY Learn more about important life lessons including budgeting, building credit, and investing. SHARE MARKET INSIGHTS Client-friendly market insights on the latest trends and policies impacting global markets. PORTFOLIO PLAYBOOK Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook. Access Playbook Market and economic insights Our experts explore the latest market and economic developments — and what they might mean for you. Investment Insights Our experts explore today’s investment opportunities and asset classes and their implications for investors. Greater Possibilities Podcast Join us for candid conversations with portfolio managers, market strategists, economists, political experts and more, about the possibilities they see ahead. Good news on inflation overshadowed by debt ceiling concerns Despite welcome news on US inflation, the looming X-date for the debt ceiling has investors concerned about what’s to come. Here’s what Kristina Hooper sees ahead. INVESCO TOTAL CX THE TOTAL CLIENT EXPERIENCE™ – ALL IN ONE PLACE We're here to partner with you in every aspect of your practice so that you can focus on what matters most. Learn about Invesco Total CX CONNECT WITH YOUR CLIENTS Elevate your client interactions with the support of our time-tested client management strategies, insights and resources. How to connect ENHANCE YOUR BUSINESS Grow your practice and optimize your team's performance in a complex and competitive and environment. How to enhance OPTIMIZE YOUR PORTFOLIO Strengthen your investment process and portfolio outcomes with a range of products and expert guidance. How to optimize FRESH INSIGHTS, DELIVERED Get the latest information and insights from our portfolio managers, market strategists, and investment experts. Fresh insights, delivered First Name Please enter the first name Last Name Please enter the last name Company Business Email Please enter the email address Please enter a valid email address Select your role * Financial Professional * Individual Investor Financial Professional Individual Investor Please select your role Topic preference All topics Markets & Economy Alternatives Equities Exchange-Traded Funds Fixed Income Multi Asset Retirement & College Savings Please select one or more topics Thank you for subscribing. You will be added to our email distribution list. There was a problem with your submission. Please review your responses and try again. You can also contact your Invesco professional to subscribe to our email distribution list. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data. Fresh insights, delivered Get the latest information and insights from our portfolio managers, market strategists, and investment experts. Subscribe Now Close Expand Collapse NA2922697 1Source: Study conducted by Invesco Global Consulting and Maslansky + Partners since 2007. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners. Invesco Global Consulting programs are for illustrative, informational, educational and entertainment purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional. All investing involves risk, including risk of loss. The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices. LOGIN * Login * Client account access PRODUCTS * ETFs * Mutual Funds * Closed-End Funds * Collective Investment Trusts * Unit Trust Funds * Variable Insurance Funds * Money Markets & Liquidity Funds * CollegeBound 529 * Equity SMAs * Fixed Income SMAs * Model Portfolios CAPABILITIES * Fixed Income * Alternatives * Equities * BulletShares * Commodities * QQQ Innovation Suite * Smart Beta * Fixed Income ETFs * Explore All ETFs * Defined Contribution Plans * Small Business and Personal Retirement * CollegeBound 529 * Separately Managed Accounts * Model Portfolios * Collective Investment Trusts INSIGHTS * Featured Insights * Portfolio Playbook * ETF Insights * DC Insights * Greater Possibilities Podcasts Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals. We offer a range of investment strategies across asset classes, investment styles, and geographies. Our asset management capabilities include mutual funds, ETFs, SMAs, model portfolios, indexing and insurance solutions, and more. COMPANY INFORMATION * Corporate Home * Careers * Investor Relations * News STAY CONNECTED * * * * * * * Terms of Use * Privacy * Cookie notice * Accessibility * Legal and Compliance * Prospectus * Program Description * Money Market Holdings * FINRA Broker Check * Manage cookies Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency This information is intended for US residents. Invesco Distributors, Inc. is the US distributor for Invesco's Retail Products, Collective Trust Funds and CollegeBound 529. Invesco Capital Management LLC is the investment adviser for Invesco’s ETFs. Invesco Unit Investment Trusts are distributed by the sponsor, Invesco Capital Markets, Inc. and broker dealers including Invesco Distributors, Inc. All entities are indirect, wholly owned subsidiaries of Invesco Ltd. Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd. The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional/financial consultant before making any investment decisions. ETF Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those Shares for redemption to the Funds in Creation Unit aggregations only, typically consisting of 10,000, 50,000, 80,000, 100,000 or 150,000 Shares. ©2024 Invesco Ltd. All rights reserved LEAVING INVESCO.COM This link takes you to a site not affiliated with Invesco. 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