Business Development

TOOLKIT OF MATERIALS FOR BUSINESS DEVELOPMENT

Targeted Discovery Questions

Use the following tool to develop your own targeted list of questions:

OR use one of the following pre-populated lists of questions for particular profile of clients:

Sample “First 12 Months” Report

Shows all the types of things we can help them with 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):

Team Members Bios – if you do not see what you are looking for please contact Marketing

Presentation Decks

The MWA Overview Deck is what most people will use with prospects. It is a large deck that allows you to slice and dice it to create a presentation that is unique to the needs of your prospect. It starts off with comments from Marty and moves into what we can do for the prospect, the Mariner Wealth Advisors difference and then some general information on the company. We also have a family office deck that can be used if that is better suited for your meeting.

Or

  • MWA Template – PPT template that can be used to create new presentations for existing clients

Sample Planning & Advisory Reports

Sample Financial Plans