Financial Organizer (no tabs)


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.


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


*Price does not include shipping.

*Organizer does not come with tabs.





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