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.

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