Quarterly Market Summary is provided as a Word document and PowerPoint presentation with a script.
The PowerPoint contains 10 or 12 slides every quarter and each slide has a script in the "notes" section, making it eacy for you to give this presentation on the Web or live.
The Word document contains the slides as pictures plus the about 2000 words of text, making it easy to copy sections into a newsletter to accompany quarerly client performance statements.
The in-depth FINRA-reviewed analysis is written by economist Fritz Meyer and edited by financial writer Andrew Gluck.
This comprehensive client-ready summary gives RIAs maximum flexibility for personalization.