Your Value Proposition: Become a Trusted Advisor
You have a meeting with a HNW prospect and don’t have a lot of time to prepare. How do you expertly assess current risks that the prospect is facing and position yourself as a trusted advisor? Run the portfolio through series of stress tests and present them in a Portfolio Crash Test report. Let client determine their 'sleep-at-night' loss number and create a suitable portfolio that is based on client preferences. Do all of that interactively with stunning visualizations. Watch the client sign the transfer form.