Case study ยท Explaining red flags
Win a client by explaining their current portfolio.
The advisor used Pack Analytics' pre-analysis section to identify key red flags in a prospect's portfolio, including high expense ratios, individual stock and mutual fund concentration, sector overexposure, and overall portfolio risk. By highlighting these issues in a personalized proposal presentation, the advisor demonstrated the value of his investment approach and ultimately won the client.
The case study, in two pagesThe story and the numbers, to read or forward.Download the PDF
Illustrative case study on a fictional client. Figures are what Pack Analytics' Pre-Analysis showed for a sample statement of this portfolio; the benchmark is an S&P 500 ETF. Nothing here is investment or tax advice. Results depend on the holdings, market prices and the data available for each security. Michael T. Brennan, Northgate Investments, Alderstone Wealth Partners and Emma Carter are fictional.
See it live, end to end.
Twenty minutes with the team. From a sample statement to a client-ready proposal, live.