Initial Kit

Introduction Brochure

Used for sending to clients, not for in-person presentations or initial meetings.

Introduction PowerPoint Presentation

Used for in-person initial meetings.

 
 

 

Data Gathering Checklist

This should be given to clients at the end of the initial meeting, letting them know what to bring to the data gathering meeting.

Goals and Concerns Checklist - FAS

To be used with FAS clients ONLY.

 

Goals and Concerns Checklist

To be used with qualified clients/prospects during data gathering or review meetings.

 
 

 

 

 

Data Gathering

 

 

 

Financial Planning

 

 

 

Estate Planning

 

 

 

Investing

 

 

 

Charitable Giving

 

 

 

 

Marketing Collateral - Financial Windfall

 

 

 

 

Corporate Retirement Planning

 

 

 

Annual Tax Reference Guides

 

 

 

Client Reference Materials

 

 

 

Company Operations Related Materials

 

 

 

Marketing Collateral - Partners

 

 

 

Private Trust Newsletters

CLICK HERE to go to the Private Trust Newsletters Page

 

 

YouTube Content - Fridays with Brad, Monthly Market Roll, State of the Markets

CLICK HERE to go to the YouTube Channel

 

 

Miscellaneous