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