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Creating Impactful Client Proposals

Session Speakers
Session Description

Why Attend
Find out how customized, data-rich proposals can have an impact on clients by engaging their attention and answering their questions.  

Session Details
Are your proposals compelling? Help clients reach their financial goals by first understanding and appreciating the investment data and strategies you provide. A Schwab subject-matter expert will demonstrate how you can use the complimentary Investment Proposal Center (IPC) tool, powered by Informa Investment Solutions, at schwabadvisorcenter.com to develop rich, detailed proposals.

  • Discover how to research and analyze thousands of money managers and investment products using Morningstar data.
  • Provide clients with highly integrated analytics, including Monte Carlo simulations and proposed asset allocations based on mean-variance optimization.
  • You can also customize client proposals with commentary, branding materials, and other information.

Additional Information
CPE-1 hr, Not Available
Technology Education Session
1h
Session Schedule