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