You stand apart from other advisors because you provide a simple visual representation of a family's financial decisions. Let your prospects and clients see a sample of what you do.
You can create your own samples, designed by you and specific to the demographics whom you interact with. Here's how.
We have provided you with free samples in your Household Index. They'll even print with your logo! Search the word "Sample" in your Household Search fields.
If you have no samples, reach out to Support (Submit a Question) to request our system samples to be directly uploaded into your Household Index:
Sample: Corporate Executive
Sample: Single Parent
Sample: Small Business Owner
Sample: Young Family
Sample: Young Professional
Tags: sample, meeting, present, prospect, prospecting