Fiduciary Toolkit

This package is a perfect marketing piece for any investment professional.

• The fiduciary handbook can be used as a reference piece when meeting with any client. It also serves as a great giveaway for your more educated clients.
• Complete the SAFE with your client to identify strengths and weaknesses in his or her process.  This is a great way to introduce the notion of fiduciary responsibility.
• The laminated placemat is an excellent takeaway for any client to remind them of the process you will be following when managing their money.
• Lastly, the fiduciary card can be kept in your wallet to constantly re-enforce the concepts which are key to the fiduciary.