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How We Help Advisors Attract and Serve More High Net Worth Clients

Custom Presentation Materials Package

This package is  a collection of our most popular marketing resources designed to explain the benefits of wealth counseling services and financial strategies to affluent clients. It includes customized sample tactical and comprehensive plans, and other useful presentation tools.

vBlueprint Online Strategy Illustrator

Currently in Beta form, this web-based strategy illustrator is designed to generate basic illustrations of popular planning techniques. Output from this software can be used to introduce strategies to advisors and clients.