Turnkey Case Design and Deliverables
Simplicity Wealth’s comprehensive client analysis, planning, and proposal infrastructure is designed to organize and systematize the investment plan development and presentation processes. This turnkey feature delivers an additional layer of service expertise, reduces the correlating workload, and results in professional presentations for client acquisition and development.
Simplicity Wealth’s unique sales process and case design framework can be easily and systematically deployed. It is integrated with the platform of resources, processes, and technologies, to provide seamless messaging and continuity.
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Simplicity Wealth provides prospect questionnaires for data collection prior to the first appointment.