Foundational
How many times do we meet with foundational clients in one year?
Once
How many times do we meet with investment clients in one year?
twice
8 times
What do clients gain by being in this level?
online tools.
What two investment criteria are crucial to determine an investment portfolio?
risk tolerance and investment objective
At what probability inside the monte carlo does the clients score become confident?
80%
What are the three components of the agenda for an engagement meeting
- Review and align on your financial goals and priorities
- Help you assess the likelihood you have of achieving those goals
- Provide you with a recommendation that could help to improve your financial situation and then you can decide on any next steps
Name one investment manager from our investment portfolios
Calvert
Goldman Sachs
John Hancock
Columbia
What are the 5 outcomes of a strategy call?
cash commit
specialist set x2
statements
next apt
What is the one account fee that will be waived if upgraded to investment level?
The custodial fee
At what dollar amount can an account be put into investment advice?
5k
What are the 4 components of our confident retirement approach?
covering essentials
ensuring lifestyle
preparing for the unexpected
leaving a legacy
Before a client is foundational, they are ___?
Proactive
What is standard deviation?
Standard deviation is a measure of historical performance variability. A smaller standard deviation indicates that the historical performance has been more consistent and less risky than an investment with a higher standard deviation
What is wallet share?