Client Update 2022 Bear Market
Use this resource to talk to clients about a bear market. Download
Tag: FPA Access
Resources accessible for FPA users
Bear Market Video Script Samples
These scripts are provided as templates advisors can use to record videos that are sent to clients via email or posted to social media accounts.…
Market Volatility Checklist
Use this resource to help formulate an action plan in times of market volatility. Download
Downturn Drill
Use this resource to help formulate an action plan during market downturns. Download
Office Color and Design Sample
Use this resource as an example for office color and design. Download
Office Setup Sample
Use this resource as an example of how to set up an office for an optimal client experience. Download
Sample Firm Service Standards
Use this resource as a guide when creating client service standards for your firm. Download
Year in the Life of a Client
Use this resource as a template to create a document detailing a year in the life for clients of your firm. Download
New Client Guide Template
Use this resource as a template to create a guide to your firm for new clients. Download