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:
1. The tabs for each module as presented
2. Each module in its own file
3. 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.