Annual Client Education Plan Grid
Use this grid as a template when creating an annual client education plan. Download
Tag: Client experience
New Client Welcome Letter
Use this template to welcome new clients to your firm. Download
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…
Client Contact Schedule
Use this resource as a guide when building a contact schedule for communication with clients. Download
New Wealth Advisor Introduction Letter
Use this resource as a template for sending a letter to clients introducing a new wealth advisor on your team. Download
Paraplanner Promoted to Advisor Letter
Use this resource as a template for sending a letter to clients announcing a paraplanner’s promotion to advisor within your team. Download
Wealth Plan Update Form
Use this resource to gather important updates from clients ahead of their review so that you can update their plan and prepare any needed materials.…