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.…

Downturn Drill

Use this resource to help formulate an action plan during market downturns. Download

Office Setup Sample

Use this resource as an example of how to set up an office for an optimal client experience. 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