MARINER WEALTH ADVISORS OVERVIEW AND CLIENT FOLDER

Client Folder Contents

• Meeting Agenda
• Notepad
• eMoney instruction – how to guide/instructions
• Team members bios
• Include a Mariner Wealth Advisors’ pen for client(s)

Also include either documents below in the folder as a document to take home or as part of overview provided in the meeting:

Mariner Wealth Advisors Overview of Process/Capabilities 

Optional: You may also want to show them a hypothetical guideline for the first 12 months in order to give them an idea of the types of things we can help them with as well as how it might all be implemented over the course of their first year if they decide to work with us.
Four different versions of this sample report to choose from (depending on the profile of client):

1. General List
2. Business Owner-specific
3. Corporate Executive-specific
4. Retiree-specific