Services

Free Stuff

Current Free Stuff:

Hurricane Harvey Client Reach-Out Letters (as of 08/28/17)

Click on the title to download free client reach-out materials for your use as Hurricane Harvey continues to devastate Texas and surrounding regions. Includes two versions: One tailored for Texan advisors and another for a more general audience. (If you find these timely letters useful, consider subscribing to our Content-Sharing Library for similar, ongoing materials. It’s only $299/year for everything!)


An Evidence-Based Investing Infographic Poster

You know evidence-based investing can dramatically improve investors’ expected outcomes. But it can be hard to convince your clients and prospects of that, especially when the markets are acting up. This clear infographic (with your branding added) will help you explain why you do, what you do, with a simple comparison between evidence-based and traditional active investing. Best of all, custom-branded print-ready artwork is available to you for FREE, compliments of me and Mineral Interactive.


Why Even I (Especially I) Need a Financial Advisor

Use this non-branded PDF reprint of an article from our blog to help your clients and prospects understand the value you add as their adviser. (Consult with your compliance team on proper use.)