Annual Client Education Plan Grid
Use this grid as a template when creating an annual client education plan. Download
Tag: Client education
Forecast 2021 Presentation
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…
Forecast 2021 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…
Estate Planning for Today – LPL
Use this slide deck as a template when planning your next Estate Planning client presentation. (Dec 2020) LPL Compliance Approval Number: 1-05092305 Download
Estate Planning Basic Slide Deck
Use this slide deck as a template when planning your next Estate Planning client presentation. Download
Educational Event Checklist
Use this resource as a checklist to ensure that no detail is missed when planning your next educational event. Download
World-Class Client Experience Action Plan
Use this resource as a framework to guide your thinking when developing an action plan for upgrading your client experience. Download
Checklist for a World-Class Client Experience
Use this checklist of best practices to jump-start your thinking about how you can intentionally upgrade your client experience. Download
RMD Planning in 2020 Presentation – LPL
Use this presentation to educate clients and prospects about RMD planning in 2020 following the SECURE and CARES Acts passed in 2020. Download
Half-Time 2020 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…