Half-time 2022 Presentation
Twice per year, we offer a turnkey market update client presentation – the Forecast in January and the Half-Time in July. We provide you with…
Tag: Client experience
Forecast 2022 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…
Forecast 2022 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…
Family Summit Invitation Talking Points Framing It Up With The Kids
Use these talking points with your clients when discussing an upcoming family summit meeting and how to frame it up with the kids. Download
Sample Family Summit Meeting Website Copy
Use this sample website copy as a starting point for inspiration and customize it with your own words and logo. Download
Sample Family Summit Thank You Letter – Client
Use this resource as a template when sending thank you letters to clients after a family summit meeting. Download
Sample Family Summit Thank You Letter Kids
Use this resource as a template when sending thank you letters to your clients’ children who attend a family summit meeting. Download
Sample Agenda Family Summit Meeting
Use this resource to help create an agenda for a family summit meeting. Download