The Best Advisor Presentations For Clients

Since 2010, Fritz Meyer and I have created a quarterly market summary (QMS) for advisors to share with clients.

It took about 15 or 20 quarters turn it into what it is today.

This 30-second video shows latest issue of the QMS, which is:

  • 40 slides in length
  • Scripted with text you can rewrite
  • Dozens of charts
  • Compiled by an independent economist
  • Submitted to FINRA  
  • A 30-minute presentation
  • Fundamental economic analysis
  • Context for presenting performance reports
  • Consistent with MPT
  • An objective fact set
  • Perspective on latest financial news
  • Branded by you
  • FINRA submitted
  • News for long-term investors
  • Used in blogs, videos, tweets
  • Easily customized to your POV
  • Authoritative
  • For investment fiduciaries
  • Available by the 12th day of every new quarter
  • In a PowerPoint and Word format

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