At Wealthcare we’re committed to helping our advisors achieve the vision they have for their practices. With our support, we enable you to stand out from the competition, grow your practice, and deliver an outstanding client experience. Partnerships and integrations are a big part of any successful growth strategy and we believe we have partnered…
Redefine the Planning ExperienceHow Combining Historical Audit and Monte Carlo Simulation can help you provide an elevated client experience. Date: Thursday, August 4, 2022 Time: 1pm ET | 10am PT Historical Audits provide perspectives on market conditions that Monte Carlo simulations do not account for. Learn how advisors who leverage both in the GDX360®…
CLIENT MATERIALS Comfort Zone Brochure PowerPoint Presentation Comfort Zone 1-Pager 1/4 page ad Banner Ad Social Media Post 1/4 page ad Banner Ad Social Media PostEMAIL ASSETSEmail Header Email Copy Comfort Zone 1-Pager To customize the Comfort Zone marketing collateral, email marketing@wealthcarecapital.com.VIDEOSAdvisor Facinghttps://vimeo.com/396762060 Client Facinghttps://vimeo.com/396762193 ADVISOR MATERIALSTraining Module CWA Section 1 Module 2
HOW TO ADD A DIGITAL BANNER AD WCAP – How to add a digital banner ad WCM – How to add a digital banner ad COMFORT ZONE® WE CARE GDXIQ WEALTHCAREGDX®
What is GDXiQ? It’s Wealthcare’s client-driven prospecting and information gathering tool designed to provide advisors with the baseline client information needed to begin building a GDX360® working plan. Who do I use it with? Any new prospects you have….. Use your advisor specific URL to invite new prospects to register for the client portal and…
2020/2015 CMA Differences Spreadsheet 02/24/20 Call Recording and PowerPoint https://vimeo.com/393546005 password = WCM_2020 Advisor Q&A CMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-PagerAdditional Resources Additional Resources Advantages of Multiperiod Portfolio Models It’s the Goals Management Process, Stupid The Towers Perrin Global Capital Market Scenario Generation System 5 Point…
2020/2015 CMA Differences Spreadsheet Advisor Q&A CMA 2021 Intro LetterCMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager 2020 CMA Presentation
2021 CMA Differences Spreadsheet 04/26/2021 Call Recording and PowerPoint https://vimeo.com/541863657 password = WCM_2021 CMA 2021 Intro Letter CMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager 2020 CMA Presentation 5 Point Risk Tolerance Questionnaire 5 Point Planning Questionnaire 5 Point Portfolio Risk Tolerance 1 PagerAdditional Resources Advantages of Multiperiod…
2021 CMA Differences Spreadsheet 2021 CMA Presentation Deck Slides Call Recording password = WCM_2022 CMA 2021 Intro Letter CMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager 2020 CMA Presentation
2022 CMA Differences Spreadsheet 2022 CMA Webinar Slides Slides Call Recording password = WCM_2022 Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager CMA Swapping QRG