Example Bio – Carson Wealth
This resource is an example of a Carson Wealth advisor bio that can be included in a prospect packet or other interaction with clients and…
Tag: Prospecting
Sample Carson Wealth Value Prop Deck
This resource is an example of a value proposition slide deck that can be used with prospects during the Discovery meeting or with COIs when…
Sample Confidential Profile (Fillable PDF – Editable Logo and Disclosures)
Use this resource to gather important information from prospects during your financial planning process. (Fillable PDF with editable logo and disclosure sections.) Download
Sample Confidential Profile (Editable)
Use this resource to gather important information from prospects during your financial planning process. (Editable version.) Download
Prospecting Packet Cover Letter Templates
Use this collection of cover letter templates to send to prospects along with other supporting materials like a brochure, bios, or fact sheets. Download
List of Documents and Information to Bring to Discovery Meeting
Use this resource to provide prospects with a list of documents and information they should bring to their first meeting with you. Download
Sample Client Bill of Rights
Use this sample to create your own “Client Bill of Rights” to share your dedication to transparency and service with prospects and clients. Download
Prospecting Plan
Use this tool to define an annual strategic prospecting plan that supports your annual AUM or revenue goals. Download
Passion Prospecting Event Ideas
Use this list to jump-start your brainstorming process for fun event ideas for passion prospecting and other small client events. Download
Passion Prospecting Checklist
Use this checklist to prepare for and execute a successful passion prospecting event with clients and prospects. Download