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
ADVISOR MATERIALSWhitepapers Overcoming 4 Obstacles What Financial Advisors can Learn from Starbucks, Apple, and SoulCycle Goals-Based vs Cash-Flow-Based Planning Math Behind the Comfort Zone One-Pagers Introducing Your Clients to Wealthcare Interview and Discovery Monitoring and Advice Why Wealthcare Overcoming 4 Obstacles – Infographic It’s Not What Your Clients Earn, It’s What They Keep Wealthcare Value Prop The…
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®…