When you give a presentation, those who see it should be able to tell that time and effort were put into that presentation. A Statement of Advice on its own doesn’t always tell the story of all the research and hours of constructing the advice. Delivering this advice in the right presentation folder can make your clients feel as if they are unique and you have spent time and effort to prepare, not only the advice, but the facility for them to store and maintain all financial information in one place.

As a client, imagine the ability to have all your financial information in the one place and easily assessable. In the event of an emergency your family knows where to go for all the important information, and contact details of those that can assist in these times of need.

One place to hold all current statements, advice documents and your important financial information.
If asked, many people are unable to easily retrieve or find important information relating to their finances.

“My Financial Locker” folders have been designed and created to act as a “locker” for clients to store all their financial related information in the one place.

Adviser Benefits

There are quite a few benefits waiting for you when you invest in a presentation folder.

Here are three great benefits that you can gain which you may not know about.

1. Better emphasis on your content – When you use custom folders there is a better emphasis on your content. This happens because presentation folders usually have a special design and format that is distinct from a normal off the shelf folder. Off the shelf folders are hardly enticing to open and will usually only merit little attention.

2. Better organisation of content – It enables you to better organise content. Most other folders only give you one way to display your contents. However in the “My Financial Locker” folders, you actually have the feature of specific dividers relating to the clients complete financial position.

3. More memorable presentation – Finally, professional folders help in making your presentation more memorable. By using these folders as part of your review process, they become a central place for all financial information to be stored and kept up to date, adding value and something the clients can always cling to.