Advisor Support › Proposal Generation and Financial Plan Creation

Proposal Generation and Financial Plan Creation
Contact Us

We help advisors by creating comprehensive prospect proposals and detailed financial plans. These resources help them close more prospects and enhance their offering with unique client-centric deliverables. 

While you’ll have the initial introduction meeting with a prospective client and gather information, you can outsource the rest to our team, which will provide you with a highly customized deliverable to help you stand out from the competition and accelerate business growth.

As part of the services advisors will receive:

Detailed financial plan

  • Once clients sign on, our credentialed team will work with you to create detailed financial plans for them that model client scenarios and address complex planning.
  • The financial plan is designed to facilitate client engagement and save advisors time.
  • As the plan evolves, our team will support you and your clients with complex modeling.

 

A digital prospect proposal

  • We’ll provide you with a highly visual, easy-to-digest client proposal that would include a full investment analysis with a proposed portfolio, goals-based modeling, tax analysis and planning recommendations, fee analysis and more

Mariner Platform Solutions offers additional support to help you run your business more efficiently including operations, technology, marketing and regulatory compliance.

 

Learn more about all our wealth advisor support services:

Start Growing with Mariner Platform Solutions

If you are considering breaking away and are interested in learning more about Mariner Platform Solutions, get in touch.

Subscribe to Our Email List

Quarterly newsletter, webinar invites and other resources for advisors delivered to your inbox.

Newsletter Signup (Inline)