Case study ยท Win a prospect with a Proposal
Win a prospect with a Proposal.
How an advisor used a proposal presentation to demonstrate the value of his investment approach and win a new client.
The case study, in two pagesThe story and the numbers, to read or forward.Download the PDF
Illustrative case study on fictional clients. Figures come from one optimization run in Pack Analytics on a sample household statement, with the advisor's own model. Returns and risk are historical, calculated on today's holdings and on the proposed holdings; past performance does not guarantee future results. The run does not limit capital gains: moving the two taxable accounts fully into the model realizes about $768,000 of gains; a gains budget changes the result. Nothing here is investment or tax advice. David R. and Susan L. Whitaker, the Whitaker Family Trust, 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.