Financial Organizer (no tabs)

$19.95

Do your affluent clients like all the paperwork, statements, mailings, etc., they receive from the financial institutions they do business with?  No!  You are about to become positioned as the “go-to” financial professional in the mind of your affluent clients.  In our research project on affluent investors, we uncovered that one of the top 3 criteria used by the affluent in selecting a “go-to” financial coordinator was “helping them coordinate and organize all of their financial documents.”

Proper use of a Financial Organizer will do three things:

  1. Provide clarity and organization to your client’s financial affairs.
  2. Position you as the go-to financial coordinator.
  3. Create a platform upon which you can continually quantify, demonstrate and communicate your value.

BULK PRICING

Order 6 or more for a reduced rate of $15 per organizer.

 

*Price does not include shipping.

*Organizer does not come with tabs.

 

Category:
Description

 

 

Additional information
Weight 4 lbs
Dimensions 12 x 11.5 x 1.5 in