Show Prospects Where Their Portfolio Missed the Mark
As an advisor, every prospect you meet with is holding a portfolio built on a risk framework someone else has given them. Your proposal is the first chance someone can show them how that portfolio has drifted, and what this drift has cost.
When you can show a prospect where their current holdings actually sits, the proposal stops being a pitch and becomes a correction.
You’ll learn how to:
- Build a Proposal that compares a prospect’s current holdings next to your recommendation so the case for switching is tangible. Performance, allocation, risk, and holdings, in one document they can take home.
- Uncover all the information needed to build a winning proposal with a customizable risk tolerance questionnaire with scoring and framework you control.
- Expose the gap between that stated risk profile and what they’re currently holding, using Risk & Proposal Manager to turn risk into a clear, actionable framework tied to a prospect’s financial history and goals.
- Quantify the cost of misalignment, moving the conversation from abstract allocation percentages to dollars the prospect can feel.
Join our Webinar
Learn how to align proposals with prospect pain points, risk tolerance, and financial goals to deliver a pitch that wins new business every time.
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