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By applying these techniques and generating written Investment Plans, this screen records what is important about money to your client as well as what will cost them money in the near future. Also, we included sample styles that coincide with the clients investment style. You can add more selections to your hearts content. By using the Investment Plan templates provided, you can create a coversheet for the Investment Plan the reiterates these points. The client will know you really listened to what was important about money to them. You will build instant trust!
Adding your Mission Statement to your My Contact mission statement field will place your mission statement at the bottom of each coversheet. If you type anything in the mission statement field on a client, it will not appear in any of our templates.
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