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:
- Targeted Questions for Business Owners
- Targeted Questions for Corporate Executives
- Targeted Questions for Physicians
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.
- MWA Overview Deck – can be customized for prospect
- Family Office – can be customized for prospect
Or
- MWA Template – PPT template that can be used to create new presentations for existing clients
Sample Planning & Advisory Reports
Sample Financial Plans
- Retirement Planning
- Business Owner
- Corporate Executive Resources