For a lot of people, the thought of creating, implementing, and managing an investment strategy can be overwhelming, so we created the Team Approach to Wealth Management to introduce the benefits of working with a team. That concept has now been expanded to a campaign that includes prospecting tools and client education resources that introduce each role in a wealth management team. With multiple versions available – generic, sports analogy, and unified managed accounts – this campaign gives you options that will resonate with everyone.
Because this incorporates the role of the portfolio manager and the asset manager, it’s a natural fit for business on the ESI Illuminations platform. Click here for a campaign overview that includes links to all the components and start building your advisory business today!
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