Turbulent Times

FocusOn: Turbulent Times helps educate prospects and clients on how to develop a sound financial strategy that can withstand market uncertainty. Topics include: choosing different types of investment vehicles to add diversification and strength to a portfolio, keeping expectations in check, preparing for the unexpected, and utilizing fundamental investment tactics to enhance the potential for success during turbulent times. The seminar covers recent events on Wall Street, historical investment performance, and how to assess investment risk tolerance.

System Features:

• 74-image presentation in Flash
• A coordinated marketing campaign that includes a flyer, direct-mail letter, postcard, and invitation
• Access to result-producing dining invitations, letters, and wave direct-mail packages
• 20-page, 4-color participant workbook (1 included with system purchase)
• Evaluation form (1 included with system purchase)
• FINRA reviewed