Wealth Management Process
This process contains multiple presentation pieces in a modular format. Some points to consider:
- You may use this binder in any fashion you wish
- The entire binder as presented is both a presentation piece (generic version) or a client piece containing specific client information
- It is modular; you may pick and choose the modules that suit you and/or you may use as a presentation or client specific product
- Depending on the software you use, feel free to substitute the specific modules illustrated here.
- If you want to use the LSA models; these will be updated in the UWAG affiliate shared folder as provided by LSA (J. Verges will update)
- Every quarter we plan to update the charts and these will appear in the shared folder
- The shared folder contains:
- The tabs for each module as presented
- Each module in its own file
- Any other material we feel will assist you
- Branding is up to you. Please note while each module in this presentation piece is approved; it is NOT approved for you are your brand. You must run through RegEd but list that the material has been previously approved
- If you outline your needs, Jennifer Verges will brand your presentation, but you must have your presentation approved by RegEd before use.
Wealth Management Presentation Sample
Riskalyze: LSA Moderate Growth Sample