Client Video Statements
Client Kit Includes:
Client Kit with Firm Logo on Lid 2 Pens (branded AE WM)
1 USB Drive (branded AE WM)
– 3 animated Riskalyze client video
– Additional storage to load client documents, advisor documents, etc.
Advisor Branded Material
– Client Letter
– The Power of Integration
– The Power of Your Integrated Experience
– Our Strategic Partners
– Understanding Market Corrections