Markets getting weird. Do your proposals address that?

You can’t just ignore current market realities when courting new clients.

In this Mastermind session, we tackled the popular feature – customizable risk-forward proposals. Our proposal system is the perfect presentation tool to win over a prospect or replace your current quarterly performance report. From stress test results to sector analysis to fees analysis, the proposal bundles up all the best parts of our tool. Further, it allows you to customize how you use it to address the ever changing market.

Co-hosts David and Jeff will walk you through:

1. How to customize the proposal to compliment your brand
2. How to approach the topic of increasing volatility using proposals
3. How to use proposals to evaluate your recommendations in current
economic uncertainties

If you are new to Masterminds, our sessions are engaging one-hour webinars that cover a variety of topics like how to build the best model or use HL to win new clients.

Published by

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s