Client Materials & White Papers
Sales presentations often begin with a simple conversation around a timely topic. These conversations can be greatly enhanced with compelling value-add document to share.
How it works- In collaboration with your Zeal Strategy Consultant you define the leave-behind documents that can simply and effective lay out a key topic of discussion. These are typically a high level, succinct entry point to a given topic. They balance just enough information to add value, present a need and encourage action.
Creating a Living Plan – Wells Fargo Wealth Management
Preventable Planning Pitfalls – Wells Fargo Wealth Management
Planning & the Digital Estate* – Wells Fargo Wealth Management
Estate Planning: A Tale of Two Godfathers * – American Bar Association Journal, Wells Fargo Wealth Management
Retirement Minefield: Grab a Map! * – Wells Fargo Wealth Management
Planning Myths Busted* – Wells Fargo Wealth Management
Teen Finance: Parental Guidance Suggested* – Wells Fargo Wealth Management
*- Blake Meisenheimer served as ghost-writer