Business-Ready Marketing Solutions Simplicity

Simplicity Wealth’s private-labeled marketing platform provides its advisor partners with client-facing materials for each stage of the investment process. This service works to help eliminate confusion, increase the effectiveness of prospecting efforts, and work to save time and money in establishing the necessary materials to win and keep the client relationship.

Private-Labeled Marketing Platform

Simplicity Wealth’s toolkit of professionally designed and customizable resources includes the following materials:

CLIENT BROCHURES

A series of print and digital brochures designed to help effectively communicate with prospects.

PORTFOLIO FACT SHEET

Summarizes the investment strategy and asset allocation for each portfolio model as well as simplifies the process of determining which portfolios are appropriate for the client.

MARKET COMMENTARY

The investment team’s ongoing assessment of the economy and Simplicity Wealth’s portfolio commentary can be used during client reviews, as a prospecting tool, and with professional alliances.

SALES TOOLS

A series of impactful illustrations and educational materials that address common questions on a variety of investment-related topics.

DATA COLLECTION FORMS

A comprehensive set of fact-finding questionnaires that will streamline your data collection process required for initial meetings, client paperwork, financial plans, investment analysis, and even client review meetings.

RISK ASSESSMENT FORM

A simple, yet powerful questionnaire designed to formulate a client investment score that can be used to easily select investment strategies based on client objectives as well as provide compliance documentation.

INVESTMENT POLICY STATEMENTS

These customizable IPS templates specific to individual investors, institutions, and retirement plans work to establish credibility, formalize the investment process and guidelines, set appropriate expectations, and clearly define the advisor-client relationship.

CLIENT EDUCATION MATERIALS

Event materials such as presentations, invitations, and deliverables for a variety of high-impact investor education and market update events.

BUSINESS STATIONERY

Easily access customizable business cards, letterhead, envelopes, and other brand identity materials.

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Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services are provided by Simplicity Solutions, LLC, an SEC Registered Investment Advisor.

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