The Importance Of Proposals

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Many High-Net-Worth prospects are sophisticated. Planning illustrations and insurance are not enough for them. They want to know and see what can be improved with their investments.

Close Faster

Starting a relation with an advisor can be challenging. When some clients understand the weaknesses of their portfolio they build a sense of urgency and a bias for action.

Build Trust

Educating clients on their own portfolio with clarity and objectivity demonstrates competence and reliability, which builds trust. Referrals follow trust.

Proposal Elements

Top-Down Presentation

• Educational Material to explain big themes
• Portfolio Overview to look at the big image
• Holding's Observations to highlight weaknesses

Transition Analysis

Interactive transition tool to go from current portfolio to target in a tax-aware way.

AI Meeting Prep

Use AI to help you prepare for meetings ahead of time to win the case

Help

Questions? Reach out anytime, we're here.

Connect

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(470)-313-5842

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